Dynasty 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 | $3.31M | Sell |
18,150
-3,057
| -14% | -$557K | 0.06% | 64 |
|
|
2025
Q1 | $3.37M | Buy |
21,207
+754
| +4% | +$120K | 0.06% | 69 |
|
|
2024
Q4 | $2.46M | Buy |
20,453
+866
| +4% | +$104K | 0.04% | 84 |
|
|
2024
Q3 | $2.38M | Buy |
19,587
+799
| +4% | +$97K | 0.07% | 64 |
|
|
2024
Q2 | $1.9M | Buy |
18,788
+1,684
| +10% | +$171K | 0.06% | 80 |
|
|
2024
Q1 | $1.57M | Buy |
+17,104
| New | +$1.57M | 0.05% | 81 |
|
|
2018
Q4 | – | Sell |
-4,129
| Closed | -$337K | – | 83 |
|
|
2018
Q3 | $337K | Buy |
+4,129
| New | +$337K | 0.43% | 57 |
|
|
2018
Q2 | – | Sell |
-2,424
| Closed | -$241K | – | 80 |
|
|
2018
Q1 | $241K | Sell |
2,424
-861
| -26% | -$85.6K | 0.1% | 51 |
|
|
2017
Q4 | $347K | Buy |
+3,285
| New | +$347K | 0.6% | 50 |
|