Delta Financial 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
Q1
$708K Buy
4,672
+13
+0.3% +$1.97K 0.16% 106
2024
Q4
$561K Buy
+4,659
New +$561K 0.13% 119
2024
Q2
Sell
-4,916
Closed -$450K 202
2024
Q1
$450K Buy
4,916
+56
+1% +$5.13K 0.13% 130
2023
Q4
$457K Buy
4,860
+267
+6% +$25.1K 0.14% 114
2023
Q3
$425K Buy
+4,593
New +$425K 0.15% 115
2023
Q2
Sell
-4,752
Closed -$462K 166
2023
Q1
$462K Sell
4,752
-41
-0.9% -$3.99K 0.18% 97
2022
Q4
$492K Buy
+4,793
New +$492K 0.22% 86