Everhart Financial Group’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 | $2.46M | Buy |
13,489
+1,252
| +10% | +$228K | 0.28% | 47 |
|
|
2025
Q1 | $1.94M | Buy |
12,237
+768
| +7% | +$122K | 0.27% | 49 |
|
|
2024
Q4 | $1.38M | Buy |
11,469
+928
| +9% | +$112K | 0.28% | 62 |
|
|
2024
Q3 | $1.28M | Buy |
10,541
+3,096
| +42% | +$376K | 0.28% | 67 |
|
|
2024
Q2 | $754K | Buy |
7,445
+1,429
| +24% | +$145K | 0.2% | 109 |
|
|
2024
Q1 | $551K | Buy |
6,016
+2,494
| +71% | +$229K | 0.16% | 136 |
|
|
2023
Q4 | $331K | Sell |
3,522
-1,847
| -34% | -$174K | 0.12% | 165 |
|
|
2023
Q3 | $497K | Buy |
5,369
+366
| +7% | +$33.9K | 0.21% | 95 |
|
|
2023
Q2 | $488K | Buy |
5,003
+321
| +7% | +$31.3K | 0.2% | 99 |
|
|
2023
Q1 | $455K | Buy |
4,682
+1,717
| +58% | +$167K | 0.2% | 96 |
|
|
2022
Q4 | $300K | Sell |
2,965
-1,332
| -31% | -$135K | 0.15% | 120 |
|
|
2022
Q3 | $356K | Sell |
4,297
-791
| -16% | -$65.5K | 0.2% | 103 |
|
|
2022
Q2 | $502K | Buy |
5,088
+2,477
| +95% | +$244K | 0.31% | 75 |
|
|
2022
Q1 | $245K | Buy |
+2,611
| New | +$245K | 0.14% | 106 |
|