Forthright Family Wealth Advisory’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 | $1.83M | Hold |
10,052
| – | – | 1.16% | 19 |
|
|
2025
Q1 | $1.6M | Hold |
10,052
| – | – | 1.05% | 20 |
|
|
2024
Q4 | $1.21M | Sell |
10,052
-50
| -0.5% | -$6.02K | 0.79% | 26 |
|
|
2024
Q3 | $1.32M | Hold |
10,102
| – | – | 0.85% | 25 |
|
|
2024
Q2 | $1.02M | Buy |
10,102
+100
| +1% | +$10.1K | 0.66% | 29 |
|
|
2024
Q1 | $916K | Hold |
10,002
| – | – | 0.61% | 29 |
|
|
2023
Q4 | $941K | Buy |
+10,002
| New | +$941K | 0.74% | 28 |
|