Fortis Group Advisors’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 | $995K | Sell |
6,054
-595
| -9% | -$97.8K | 0.18% | 112 |
|
|
2025
Q1 | $1.06M | Buy |
6,649
+2,759
| +71% | +$438K | 0.2% | 103 |
|
|
2024
Q4 | $468K | Buy |
3,890
+178
| +5% | +$21.4K | 0.09% | 137 |
|
|
2024
Q3 | $451K | Buy |
3,712
+3,612
| +3,612% | +$439K | 0.08% | 134 |
|
|
2024
Q2 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $9.16K | Sell |
100
-100
| -50% | -$9.16K | ﹤0.01% | 320 |
|
|
2023
Q4 | $18.8K | Buy |
200
+100
| +100% | +$9.41K | ﹤0.01% | 242 |
|
|
2023
Q3 | $9.26K | Buy |
+100
| New | +$9.26K | ﹤0.01% | 235 |
|
|
2020
Q3 | $293K | Buy |
+3,915
| New | +$293K | 0.06% | 144 |
|