Destination 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 | – | Sell |
-3,104
| Closed | -$493K | – | 256 |
|
|
2025
Q1 | $493K | Buy |
+3,104
| New | +$493K | 0.02% | 165 |
|
|
2019
Q3 | – | Sell |
-769
| Closed | -$60K | – | 405 |
|
|
2019
Q2 | $60K | Sell |
769
-37
| -5% | -$2.89K | ﹤0.01% | 250 |
|
|
2019
Q1 | $71K | Sell |
806
-117
| -13% | -$10.3K | ﹤0.01% | 225 |
|
|
2018
Q4 | $62K | Buy |
923
+323
| +54% | +$21.7K | ﹤0.01% | 237 |
|
|
2018
Q3 | $49K | Sell |
600
-76
| -11% | -$6.21K | ﹤0.01% | 287 |
|
|
2018
Q2 | $55K | Sell |
676
-615
| -48% | -$50K | ﹤0.01% | 248 |
|
|
2018
Q1 | $128K | Buy |
+1,291
| New | +$128K | 0.01% | 171 |
|
|
2015
Q3 | – | Sell |
-5,351
| Closed | -$429K | – | 200 |
|
|
2015
Q2 | $429K | Buy |
+5,351
| New | +$429K | 0.03% | 180 |
|