Cornerstone Planning 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
$272K Buy
1,658
+512
+45% +$84K 0.06% 71
2025
Q1
$193K Buy
1,146
+565
+97% +$95K 0.05% 87
2024
Q4
$75.8K Buy
581
+15
+3% +$1.96K 0.02% 136
2024
Q3
$74.5K Sell
566
-520
-48% -$68.4K 0.02% 139
2024
Q2
$123K Buy
1,086
+506
+87% +$57.5K 0.04% 117
2024
Q1
$56.5K Sell
580
-142
-20% -$13.8K 0.02% 160
2023
Q4
$67.9K Sell
722
-25
-3% -$2.35K 0.02% 148
2023
Q3
$69.2K Sell
747
-109
-13% -$10.1K 0.03% 143
2023
Q2
$83.6K Buy
+856
New +$83.6K 0.03% 154
2022
Q4
$109K Buy
+1,076
New +$109K 0.05% 148