Concentrum Wealth Management’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 | $468K | Buy |
2,570
+116
| +5% | +$21.1K | 0.15% | 46 |
|
|
2025
Q1 | $390K | Buy |
2,454
+146
| +6% | +$23.2K | 0.14% | 55 |
|
|
2024
Q4 | $278K | Buy |
2,308
+24
| +1% | +$2.89K | 0.1% | 67 |
|
|
2024
Q3 | $277K | Buy |
2,284
+22
| +1% | +$2.67K | 0.11% | 59 |
|
|
2024
Q2 | $229K | Sell |
2,262
-5
| -0.2% | -$507 | 0.1% | 66 |
|
|
2024
Q1 | $208K | Buy |
2,267
+78
| +4% | +$7.15K | 0.1% | 64 |
|
|
2023
Q4 | $206K | Sell |
2,189
-1,031
| -32% | -$97K | 0.11% | 62 |
|
|
2023
Q3 | $298K | Hold |
3,220
| – | – | 0.18% | 50 |
|
|
2023
Q2 | $314K | Hold |
3,220
| – | – | 0.2% | 47 |
|
|
2023
Q1 | $313K | Hold |
3,220
| – | – | 0.23% | 48 |
|
|
2022
Q4 | $326K | Buy |
+3,220
| New | +$326K | 0.29% | 50 |
|