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 |
|