Evoke 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 | $1.37M | Buy |
7,472
+3,777
| +102% | +$693K | 0.03% | 193 |
|
|
2025
Q1 | $591K | Buy |
3,695
+692
| +23% | +$111K | 0.02% | 254 |
|
|
2024
Q4 | $365K | Buy |
3,003
+388
| +15% | +$47.2K | 0.01% | 310 |
|
|
2024
Q3 | $321K | Buy |
+2,615
| New | +$321K | 0.01% | 323 |
|
|
2023
Q4 | – | Sell |
-2,236
| Closed | -$210K | – | 287 |
|
|
2023
Q3 | $210K | Buy |
+2,236
| New | +$210K | 0.01% | 350 |
|
|
2022
Q4 | – | Sell |
-1,155
| Closed | -$97K | – | 929 |
|
|
2022
Q3 | $97K | Buy |
1,155
+24
| +2% | +$2.02K | ﹤0.01% | 419 |
|
|
2022
Q2 | $113K | Sell |
1,131
-184
| -14% | -$18.4K | ﹤0.01% | 398 |
|
|
2022
Q1 | $125K | Sell |
1,315
-353
| -21% | -$33.6K | ﹤0.01% | 406 |
|
|
2021
Q4 | $161K | Buy |
1,668
+5
| +0.3% | +$483 | 0.01% | 390 |
|
|
2021
Q3 | $159K | Sell |
1,663
-9
| -0.5% | -$860 | 0.01% | 364 |
|
|
2021
Q2 | $168K | Sell |
1,672
-121
| -7% | -$12.2K | 0.01% | 380 |
|
|
2021
Q1 | $161K | Buy |
1,793
+981
| +121% | +$88.1K | 0.01% | 328 |
|
|
2020
Q4 | $68K | Sell |
812
-2
| -0.2% | -$167 | ﹤0.01% | 340 |
|
|
2020
Q3 | $62K | Sell |
814
-11
| -1% | -$838 | 0.01% | 333 |
|
|
2020
Q2 | $59K | Sell |
825
-353
| -30% | -$25.2K | 0.01% | 333 |
|
|
2020
Q1 | $87.1K | Sell |
1,178
-3,953
| -77% | -$292K | 0.01% | 276 |
|
|
2019
Q4 | $442K | Buy |
5,131
+2,137
| +71% | +$184K | 0.06% | 132 |
|
|
2019
Q3 | $231K | Buy |
+2,994
| New | +$231K | 0.03% | 238 |
|