Clayton Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,210
| Closed | -$510K | – | 90 |
|
|
2025
Q1 | $510K | Sell |
3,210
-157
| -5% | -$24.9K | 0.19% | 65 |
|
|
2024
Q4 | $405K | Buy |
3,367
+172
| +5% | +$20.7K | 0.15% | 74 |
|
|
2024
Q3 | $388K | Buy |
3,195
+575
| +22% | +$69.8K | 0.15% | 82 |
|
|
2024
Q2 | $240K | Hold |
2,620
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $240K | Buy |
+2,620
| New | +$240K | 0.11% | 85 |
|