Fortune Financial 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 | $2.53M | Buy |
13,902
+163
| +1% | +$29.7K | 2.04% | 14 |
|
2025
Q1 | $2.18M | Buy |
13,739
+727
| +6% | +$115K | 1.88% | 16 |
|
2024
Q4 | $1.57M | Buy |
13,012
+402
| +3% | +$48.4K | 1.42% | 21 |
|
2024
Q3 | $1.53M | Buy |
12,610
+54
| +0.4% | +$6.56K | 1.39% | 24 |
|
2024
Q2 | $1.27M | Buy |
12,556
+43
| +0.3% | +$4.36K | 0.78% | 40 |
|
2024
Q1 | $1.15M | Sell |
12,513
-713
| -5% | -$65.3K | 0.73% | 42 |
|
2023
Q4 | $1.24M | Sell |
13,226
-104
| -0.8% | -$9.78K | 0.87% | 37 |
|
2023
Q3 | $1.23M | Buy |
13,330
+176
| +1% | +$16.3K | 0.94% | 33 |
|
2023
Q2 | $1.28M | Buy |
+13,154
| New | +$1.28M | 0.96% | 35 |
|