FirstPurpose Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $464K | Buy |
5,174
+54
| +1% | +$4.85K | 0.17% | 108 |
|
|
2023
Q4 | $482K | Buy |
5,120
+40
| +0.8% | +$3.76K | 0.18% | 96 |
|
|
2023
Q3 | $470K | Buy |
5,080
+356
| +8% | +$33K | 0.2% | 86 |
|
|
2023
Q2 | $461K | Buy |
4,724
+236
| +5% | +$23K | 0.2% | 89 |
|
|
2023
Q1 | $436K | Buy |
4,488
+46
| +1% | +$4.47K | 0.22% | 87 |
|
|
2022
Q4 | $450K | Buy |
4,442
+256
| +6% | +$25.9K | 0.25% | 80 |
|
|
2022
Q3 | $347K | Buy |
4,186
+570
| +16% | +$47.3K | 0.23% | 82 |
|
|
2022
Q2 | $357K | Buy |
3,616
+149
| +4% | +$14.7K | 0.24% | 76 |
|
|
2022
Q1 | $326K | Buy |
3,467
+398
| +13% | +$37.4K | 0.25% | 93 |
|
|
2021
Q4 | $292K | Buy |
+3,069
| New | +$292K | 0.18% | 100 |
|