Darwin 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 | $82.5K | Buy |
452
+4
| +0.9% | +$730 | 0.03% | 178 |
|
|
2025
Q1 | $54K | Hold |
448
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $54K | Buy |
448
+2
| +0.4% | +$241 | 0.02% | 217 |
|
|
2024
Q3 | $54.2K | Buy |
+446
| New | +$54.2K | 0.01% | 228 |
|
|
2020
Q2 | – | Sell |
-1,478
| Closed | -$107K | – | 596 |
|
|
2020
Q1 | $107K | Buy |
+1,478
| New | +$107K | 0.03% | 173 |
|
|
2018
Q2 | – | Sell |
-2,250
| Closed | -$224K | – | 133 |
|
|
2018
Q1 | $224K | Sell |
2,250
-221
| -9% | -$22K | 0.16% | 112 |
|
|
2017
Q4 | $261K | Buy |
+2,471
| New | +$261K | 0.11% | 135 |
|