Fiduciary Family Office’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 | $3.9M | Sell |
21,390
-1,298
| -6% | -$236K | 1.28% | 11 |
|
|
2025
Q1 | $3.6M | Buy |
+22,688
| New | +$3.6M | 1.2% | 9 |
|
|
2024
Q4 | – | Sell |
-28,078
| Closed | -$3.41M | – | 191 |
|
|
2024
Q3 | $3.41M | Sell |
28,078
-409
| -1% | -$49.7K | 1.13% | 10 |
|
|
2024
Q2 | $2.89M | Buy |
28,487
+6,031
| +27% | +$611K | 1.14% | 11 |
|
|
2024
Q1 | $2.06M | Buy |
22,456
+9,195
| +69% | +$842K | 0.81% | 24 |
|
|
2023
Q4 | $1.25M | Buy |
+13,261
| New | +$1.25M | 0.55% | 37 |
|