Daymark 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 | $4.33M | Buy |
23,794
+1,789
| +8% | +$326K | 0.16% | 110 |
|
|
2025
Q1 | $3.49M | Sell |
22,005
-2,073
| -9% | -$329K | 0.15% | 116 |
|
|
2024
Q4 | $2.9M | Sell |
24,078
-405
| -2% | -$48.7K | 0.12% | 134 |
|
|
2024
Q3 | $2.97M | Sell |
24,483
-912
| -4% | -$111K | 0.13% | 136 |
|
|
2024
Q2 | $2.57M | Buy |
25,395
+7,826
| +45% | +$793K | 0.12% | 141 |
|
|
2024
Q1 | $1.61M | Sell |
17,569
-2,568
| -13% | -$235K | 0.09% | 151 |
|
|
2023
Q4 | $1.89M | Buy |
20,137
+50
| +0.2% | +$4.7K | 0.12% | 129 |
|
|
2023
Q3 | $1.86M | Buy |
20,087
+3,634
| +22% | +$336K | 0.13% | 127 |
|
|
2023
Q2 | $1.61M | Buy |
16,453
+4,405
| +37% | +$430K | 0.12% | 131 |
|
|
2023
Q1 | $1.17M | Buy |
12,048
+3,465
| +40% | +$337K | 0.16% | 112 |
|
|
2022
Q4 | $869K | Buy |
+8,583
| New | +$869K | 0.15% | 105 |
|