Diversify Advisory Services’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 | $6.28M | Buy |
37,239
+8,336
| +29% | +$1.41M | 0.24% | 69 |
|
|
2025
Q1 | $4.92M | Sell |
28,903
-3,325
| -10% | -$566K | 0.31% | 56 |
|
|
2024
Q4 | $3.78M | Sell |
32,228
-11,566
| -26% | -$1.35M | 0.21% | 71 |
|
|
2024
Q3 | $5.75M | Sell |
43,794
-5,252
| -11% | -$690K | 0.31% | 60 |
|
|
2024
Q2 | $4.99M | Sell |
49,046
-12,566
| -20% | -$1.28M | 0.27% | 67 |
|
|
2024
Q1 | $5.63M | Buy |
+61,612
| New | +$5.63M | 0.33% | 62 |
|