Delos Wealth Advisors’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 | $66.1K | Buy |
+363
| New | +$66.1K | 0.05% | 81 |
|
|
2023
Q4 | – | Sell |
-324
| Closed | -$31.1K | – | 373 |
|
|
2023
Q3 | $31.1K | Hold |
324
| – | – | 0.04% | 82 |
|
|
2023
Q2 | $31.6K | Hold |
324
| – | – | 0.04% | 78 |
|
|
2023
Q1 | $31.5K | Hold |
324
| – | – | 0.04% | 73 |
|
|
2022
Q4 | $32.8K | Hold |
324
| – | – | 0.05% | 73 |
|
|
2022
Q3 | $27K | Hold |
324
| – | – | 0.03% | 72 |
|
|
2022
Q2 | $32K | Hold |
324
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $30K | Sell |
324
-115
| -26% | -$10.6K | 0.03% | 91 |
|
|
2021
Q4 | $42K | Buy |
+439
| New | +$42K | 0.04% | 86 |
|