Farther Finance Advisors’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 | $6.14M | Buy |
33,724
+7,059
| +26% | +$1.29M | 0.12% | 157 |
|
2025
Q1 | $4.22M | Buy |
26,665
+6,586
| +33% | +$1.04M | 0.11% | 180 |
|
2024
Q4 | $2.42M | Sell |
20,079
-6,533
| -25% | -$786K | 0.09% | 190 |
|
2024
Q3 | $3.23M | Buy |
26,612
+5,996
| +29% | +$728K | 0.12% | 143 |
|
2024
Q2 | $2.09M | Buy |
20,616
+2,847
| +16% | +$288K | 0.1% | 162 |
|
2024
Q1 | $1.62M | Buy |
17,769
+4,649
| +35% | +$425K | 0.1% | 177 |
|
2023
Q4 | $1.23M | Buy |
13,120
+5,721
| +77% | +$538K | 0.09% | 206 |
|
2023
Q3 | $685K | Buy |
7,399
+316
| +4% | +$29.3K | 0.11% | 160 |
|
2023
Q2 | $691K | Buy |
7,083
+5,728
| +423% | +$559K | 0.15% | 126 |
|
2023
Q1 | $132K | Buy |
1,355
+674
| +99% | +$65.6K | 0.04% | 338 |
|
2022
Q4 | $68.9K | Buy |
+681
| New | +$68.9K | 0.03% | 418 |
|