Elevatus Welath 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 | $504K | Buy |
2,765
+12
| +0.4% | +$2.19K | 0.17% | 67 |
|
|
2025
Q1 | $437K | Buy |
2,753
+673
| +32% | +$107K | 0.25% | 59 |
|
|
2024
Q4 | $250K | Buy |
2,080
+95
| +5% | +$11.4K | 0.09% | 84 |
|
|
2024
Q3 | $241K | Sell |
1,985
-106
| -5% | -$12.9K | 0.08% | 84 |
|
|
2024
Q2 | $212K | Buy |
+2,091
| New | +$212K | 0.08% | 97 |
|
|
2024
Q1 | – | Sell |
-2,217
| Closed | -$209K | – | 106 |
|
|
2023
Q4 | $209K | Buy |
+2,217
| New | +$209K | 0.09% | 86 |
|