Forum Financial Management’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 | $2.67M | Buy |
14,672
+437
| +3% | +$79.6K | 0.04% | 100 |
|
|
2025
Q1 | $2.26M | Buy |
14,235
+1,379
| +11% | +$219K | 0.04% | 104 |
|
|
2024
Q4 | $1.55M | Buy |
12,856
+2,234
| +21% | +$269K | 0.03% | 151 |
|
|
2024
Q3 | $1.29M | Sell |
10,622
-359
| -3% | -$43.6K | 0.02% | 151 |
|
|
2024
Q2 | $1.11M | Buy |
10,981
+256
| +2% | +$25.9K | 0.02% | 155 |
|
|
2024
Q1 | $983K | Sell |
10,725
-1,883
| -15% | -$173K | 0.02% | 197 |
|
|
2023
Q4 | $1.19M | Sell |
12,608
-657
| -5% | -$61.8K | 0.02% | 146 |
|
|
2023
Q3 | $1.23M | Sell |
13,265
-471
| -3% | -$43.6K | 0.03% | 135 |
|
|
2023
Q2 | $1.34M | Buy |
13,736
+836
| +6% | +$81.6K | 0.03% | 124 |
|
|
2023
Q1 | $1.25M | Sell |
12,900
-94
| -0.7% | -$9.14K | 0.04% | 120 |
|
|
2022
Q4 | $1.32M | Sell |
12,994
-569
| -4% | -$57.6K | 0.04% | 104 |
|
|
2022
Q3 | $1.13M | Sell |
13,563
-352
| -3% | -$29.2K | 0.05% | 101 |
|
|
2022
Q2 | $1.37M | Buy |
13,915
+1,132
| +9% | +$112K | 0.07% | 90 |
|
|
2022
Q1 | $1.2M | Buy |
12,783
+222
| +2% | +$20.8K | 0.06% | 105 |
|
|
2021
Q4 | $1.19M | Buy |
+12,561
| New | +$1.19M | 0.06% | 104 |
|