Focus Partners Wealth’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 | $63.8M | Buy |
350,038
+21,806
| +7% | +$3.97M | 0.14% | 149 |
|
|
2025
Q1 | $52.1M | Buy |
328,232
+17,530
| +6% | +$2.78M | 0.13% | 160 |
|
|
2024
Q4 | $37.4M | Buy |
310,702
+169,297
| +120% | +$20.4M | 0.1% | 202 |
|
|
2024
Q3 | $17.2M | Sell |
141,405
-121,493
| -46% | -$14.7M | 0.05% | 309 |
|
|
2024
Q2 | $26.6M | Buy |
262,898
+186,515
| +244% | +$18.9M | 0.09% | 207 |
|
|
2024
Q1 | $7M | Buy |
76,383
+9,507
| +14% | +$871K | 0.06% | 260 |
|
|
2023
Q4 | $6.29M | Buy |
+66,876
| New | +$6.29M | 0.08% | 202 |
|