Concord Wealth Partners’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 | $45.2K | Buy |
248
+2
| +0.8% | +$364 | 0.01% | 356 |
|
|
2025
Q1 | $39K | Sell |
246
-32
| -12% | -$5.08K | 0.01% | 353 |
|
|
2024
Q4 | $33.5K | Sell |
278
-31
| -10% | -$3.73K | 0.01% | 389 |
|
|
2024
Q3 | $37.5K | Buy |
309
+298
| +2,709% | +$36.2K | 0.01% | 377 |
|
|
2024
Q2 | $1.08K | Sell |
11
-457
| -98% | -$45K | ﹤0.01% | 721 |
|
|
2024
Q1 | $42.8K | Buy |
468
+73
| +18% | +$6.68K | 0.01% | 374 |
|
|
2023
Q4 | $37.1K | Sell |
395
-4,046
| -91% | -$380K | 0.01% | 395 |
|
|
2023
Q3 | $411K | Buy |
4,441
+2,368
| +114% | +$219K | 0.09% | 136 |
|
|
2023
Q2 | $202K | Buy |
2,073
+725
| +54% | +$70.8K | 0.04% | 194 |
|
|
2023
Q1 | $131K | Buy |
1,348
+361
| +37% | +$35.1K | 0.04% | 216 |
|
|
2022
Q4 | $99.9K | Buy |
+987
| New | +$99.9K | 0.03% | 251 |
|
|
2022
Q3 | – | Sell |
-1,567
| Closed | -$155K | – | 865 |
|
|
2022
Q2 | $155K | Buy |
1,567
+63
| +4% | +$6.23K | 0.04% | 193 |
|
|
2022
Q1 | $141K | Buy |
1,504
+1
| +0.1% | +$94 | 0.04% | 237 |
|
|
2021
Q4 | $143K | Buy |
1,503
+680
| +83% | +$64.7K | 0.04% | 245 |
|
|
2021
Q3 | $78K | Sell |
823
-305
| -27% | -$28.9K | 0.03% | 159 |
|
|
2021
Q2 | $112K | Sell |
1,128
-9
| -0.8% | -$894 | 0.03% | 218 |
|
|
2021
Q1 | $101K | Sell |
1,137
-266
| -19% | -$23.6K | 0.03% | 219 |
|
|
2020
Q4 | $116K | Buy |
+1,403
| New | +$116K | 0.09% | 119 |
|