Financial Gravity Asset Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.3K | Buy |
+109
| New | +$17.3K | ﹤0.01% | 501 |
|
|
2024
Q2 | $912 | Sell |
9
-68
| -88% | -$6.89K | ﹤0.01% | 833 |
|
|
2024
Q1 | $7.09K | Buy |
77
+68
| +756% | +$6.26K | ﹤0.01% | 793 |
|
|
2023
Q4 | $847 | Buy |
+9
| New | +$847 | ﹤0.01% | 1062 |
|
|
2023
Q3 | – | Sell |
-140
| Closed | -$753 | – | 1629 |
|
|
2023
Q2 | $753 | Buy |
+140
| New | +$753 | ﹤0.01% | 883 |
|
|
2023
Q1 | – | Sell |
-101
| Closed | -$4.98K | – | 1517 |
|
|
2022
Q4 | $4.98K | Buy |
101
+18
| +22% | +$888 | 0.03% | 401 |
|
|
2022
Q3 | $2 | Buy |
+83
| New | +$2 | ﹤0.01% | 829 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$28 | – | 988 |
|
|
2021
Q4 | $28 | Buy |
+95
| New | +$28 | ﹤0.01% | 785 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 899 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 435 |
|
|
2020
Q2 | – | Sell |
-119
| Closed | -$8.67K | – | 663 |
|
|
2020
Q1 | $8.67K | Sell |
119
-172
| -59% | -$12.5K | 0.03% | 241 |
|
|
2019
Q4 | $94K | Sell |
291
-41
| -12% | -$13.2K | 0.06% | 346 |
|
|
2019
Q3 | $25K | Buy |
332
+33
| +11% | +$2.49K | 0.02% | 418 |
|
|
2019
Q2 | $23K | Buy |
299
+126
| +73% | +$9.69K | 0.02% | 462 |
|
|
2019
Q1 | $15K | Buy |
+173
| New | +$15K | 0.01% | 483 |
|
|
2018
Q3 | $5K | Hold |
52
| – | – | 0.01% | 738 |
|
|
2018
Q2 | $4K | Buy |
52
+9
| +21% | +$692 | ﹤0.01% | 842 |
|
|
2018
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 872 |
|