Envestnet Portfolio Solutions’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 | $23.7M | Sell |
130,153
-27,996
| -18% | -$5.1M | 0.09% | 113 |
|
|
2025
Q1 | $25.1M | Sell |
158,149
-65,038
| -29% | -$10.3M | 0.1% | 106 |
|
|
2024
Q4 | $26.9M | Sell |
223,187
-238
| -0.1% | -$28.6K | 0.09% | 107 |
|
|
2024
Q3 | $27.1M | Sell |
223,425
-19,815
| -8% | -$2.41M | 0.09% | 111 |
|
|
2024
Q2 | $24.6M | Buy |
243,240
+4,588
| +2% | +$465K | 0.09% | 117 |
|
|
2024
Q1 | $21.9M | Buy |
238,652
+10,722
| +5% | +$982K | 0.08% | 124 |
|
|
2023
Q4 | $21.4M | Buy |
227,930
+12,938
| +6% | +$1.22M | 0.09% | 112 |
|
|
2023
Q3 | $19.9M | Buy |
+214,992
| New | +$19.9M | 0.09% | 107 |
|