Fee-Only Financial Planning’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 | $1.43M | Hold |
7,876
| – | – | 0.89% | 15 |
|
|
2025
Q1 | $1.25M | Sell |
7,876
-1,000
| -11% | -$159K | 0.85% | 15 |
|
|
2024
Q4 | $1.07M | Hold |
8,876
| – | – | 0.69% | 15 |
|
|
2024
Q3 | $1.08M | Sell |
8,876
-176
| -2% | -$21.4K | 0.69% | 15 |
|
|
2024
Q2 | $917K | Hold |
9,052
| – | – | 0.62% | 17 |
|
|
2024
Q1 | $829K | Sell |
9,052
-300
| -3% | -$27.5K | 0.56% | 17 |
|
|
2023
Q4 | $880K | Hold |
9,352
| – | – | 0.64% | 17 |
|
|
2023
Q3 | $866K | Hold |
9,352
| – | – | 0.7% | 17 |
|
|
2023
Q2 | $913K | Hold |
9,352
| – | – | 0.7% | 19 |
|
|
2023
Q1 | $909K | Hold |
9,352
| – | – | 0.74% | 17 |
|
|
2022
Q4 | $947K | Buy |
+9,352
| New | +$947K | 0.79% | 16 |
|