Coastwise Capital 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 | $300K | Sell |
1,649
-184
| -10% | -$33.5K | 0.24% | 91 |
|
|
2025
Q1 | $291K | Sell |
1,833
-143
| -7% | -$22.7K | 0.24% | 96 |
|
|
2024
Q4 | $238K | Sell |
1,976
-2,153
| -52% | -$259K | 0.19% | 112 |
|
|
2024
Q3 | $501K | Buy |
4,129
+137
| +3% | +$16.6K | 0.41% | 69 |
|
|
2024
Q2 | $404K | Sell |
3,992
-3
| -0.1% | -$304 | 0.39% | 70 |
|
|
2024
Q1 | $366K | Buy |
3,995
+1,455
| +57% | +$133K | 0.34% | 80 |
|
|
2023
Q4 | $239K | Buy |
2,540
+24
| +1% | +$2.26K | 0.24% | 96 |
|
|
2023
Q3 | $233K | Buy |
2,516
+22
| +0.9% | +$2.04K | 0.27% | 98 |
|
|
2023
Q2 | $244K | Buy |
2,494
+21
| +0.8% | +$2.05K | 0.28% | 94 |
|
|
2023
Q1 | $241K | Buy |
2,473
+25
| +1% | +$2.43K | 0.27% | 95 |
|
|
2022
Q4 | $248K | Sell |
2,448
-440
| -15% | -$44.5K | 0.29% | 92 |
|
|
2022
Q3 | $240K | Buy |
2,888
+33
| +1% | +$2.74K | 0.38% | 82 |
|
|
2022
Q2 | $282K | Sell |
2,855
-339
| -11% | -$33.5K | 0.34% | 80 |
|
|
2022
Q1 | $300K | Buy |
+3,194
| New | +$300K | 0.37% | 75 |
|