Fiduciary Alliance’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 | $983K | Buy |
5,399
+3,008
| +126% | +$548K | 0.07% | 224 |
|
|
2025
Q1 | $379K | Sell |
2,391
-123
| -5% | -$19.5K | 0.04% | 286 |
|
|
2024
Q4 | $303K | Buy |
2,514
+628
| +33% | +$75.6K | 0.03% | 287 |
|
|
2024
Q3 | $229K | Buy |
+1,886
| New | +$229K | 0.03% | 232 |
|
|
2023
Q3 | – | Sell |
-563
| Closed | -$55K | – | 729 |
|
|
2023
Q2 | $55K | Buy |
+563
| New | +$55K | 0.01% | 301 |
|