Enzi Wealth’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 | $331K | Hold |
1,842
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $313K | Buy |
1,842
+8
| +0.4% | +$1.36K | 0.13% | 50 |
|
|
2024
Q4 | $225K | Buy |
1,834
+127
| +7% | +$15.6K | 0.09% | 65 |
|
|
2024
Q3 | $205K | Buy |
+1,707
| New | +$205K | 0.08% | 67 |
|
|
2022
Q4 | – | Sell |
-2,122
| Closed | -$200K | – | 70 |
|
|
2022
Q3 | $200K | Buy |
+2,122
| New | +$200K | 0.1% | 70 |
|