Financial Perspectives’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 | $47.7K | Hold |
262
| – | – | 0.01% | 316 |
|
2025
Q1 | $41.5K | Buy |
262
+1
| +0.4% | +$158 | 0.01% | 317 |
|
2024
Q4 | $31.4K | Hold |
261
| – | – | 0.01% | 351 |
|
2024
Q3 | $31.7K | Hold |
261
| – | – | 0.01% | 328 |
|
2024
Q2 | $26.5K | Hold |
261
| – | – | 0.01% | 345 |
|
2024
Q1 | $23.9K | Sell |
261
-109
| -29% | -$10K | 0.01% | 359 |
|
2023
Q4 | $34.8K | Hold |
370
| – | – | 0.01% | 310 |
|
2023
Q3 | $34.3K | Hold |
370
| – | – | 0.02% | 294 |
|
2023
Q2 | $36.1K | Hold |
370
| – | – | 0.02% | 299 |
|
2023
Q1 | $36K | Hold |
370
| – | – | 0.02% | 293 |
|
2022
Q4 | $37.5K | Hold |
370
| – | – | 0.02% | 276 |
|
2022
Q3 | $30.7K | Hold |
370
| – | – | 0.02% | 290 |
|
2022
Q2 | $36.6K | Hold |
370
| – | – | 0.02% | 269 |
|
2022
Q1 | $34.8K | Hold |
370
| – | – | 0.02% | 299 |
|
2021
Q4 | $35.2K | Hold |
370
| – | – | 0.02% | 281 |
|
2021
Q3 | $35.1K | Hold |
370
| – | – | 0.02% | 279 |
|
2021
Q2 | $36.7K | Sell |
370
-32,489
| -99% | -$3.22M | 0.02% | 293 |
|
2021
Q1 | $370K | Buy |
32,859
+32,489
| +8,781% | +$366K | 0.02% | 323 |
|
2020
Q4 | $30.7K | Hold |
370
| – | – | 0.02% | 281 |
|
2020
Q3 | $27.8K | Hold |
370
| – | – | 0.02% | 253 |
|
2020
Q2 | $25.9K | Sell |
370
-65
| -15% | -$4.56K | 0.02% | 243 |
|
2020
Q1 | $31.8K | Hold |
435
| – | – | 0.03% | 198 |
|
2019
Q4 | $37K | Buy |
+435
| New | +$37K | 0.03% | 198 |
|