Congress 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 | $11.4M | Buy |
62,434
+4,751
| +8% | +$865K | 0.11% | 222 |
|
|
2025
Q1 | $9.12M | Buy |
57,683
+45,808
| +386% | +$7.24M | 0.11% | 224 |
|
|
2024
Q4 | $1.43M | Buy |
11,875
+1,642
| +16% | +$198K | 0.02% | 463 |
|
|
2024
Q3 | $1.24M | Buy |
10,233
+6,876
| +205% | +$835K | 0.02% | 486 |
|
|
2024
Q2 | $340K | Buy |
3,357
+231
| +7% | +$23.4K | 0.01% | 588 |
|
|
2024
Q1 | $287K | Sell |
3,126
-1,889
| -38% | -$173K | ﹤0.01% | 513 |
|
|
2023
Q4 | $472K | Sell |
5,015
-114
| -2% | -$10.7K | 0.01% | 473 |
|
|
2023
Q3 | $475K | Sell |
5,129
-364
| -7% | -$33.7K | 0.01% | 464 |
|
|
2023
Q2 | $536K | Buy |
5,493
+139
| +3% | +$13.6K | 0.01% | 406 |
|
|
2023
Q1 | $521K | Buy |
5,354
+817
| +18% | +$79.5K | 0.01% | 412 |
|
|
2022
Q4 | $459K | Sell |
4,537
-322
| -7% | -$32.6K | 0.01% | 418 |
|
|
2022
Q3 | $404K | Sell |
4,859
-864
| -15% | -$71.8K | 0.01% | 430 |
|
|
2022
Q2 | $565K | Buy |
5,723
+31
| +0.5% | +$3.06K | 0.01% | 388 |
|
|
2022
Q1 | $534K | Sell |
5,692
-309
| -5% | -$29K | 0.01% | 438 |
|
|
2021
Q4 | $570K | Buy |
+6,001
| New | +$570K | 0.01% | 444 |
|