Elk River 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 | $367K | Hold |
2,000
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $320K | Hold |
2,000
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $243K | Hold |
2,000
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $246K | Hold |
2,000
| – | – | 0.04% | 88 |
|
|
2024
Q2 | $205K | Buy |
+2,000
| New | +$205K | 0.04% | 91 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$205K | – | 113 |
|
|
2022
Q4 | $205K | Buy |
+2,000
| New | +$205K | 0.05% | 106 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$200K | – | 103 |
|
|
2022
Q2 | $200K | Buy |
+2,000
| New | +$200K | 0.05% | 104 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$201K | – | 127 |
|
|
2021
Q2 | $201K | Buy |
+2,000
| New | +$201K | 0.05% | 120 |
|