Founders Financial Securities’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
$521K Sell
2,861
-313
-10% -$57K 0.04% 338
2025
Q1
$537K Buy
3,174
+435
+16% +$73.6K 0.05% 305
2024
Q4
$330K Buy
2,739
+66
+2% +$7.94K 0.03% 367
2024
Q3
$325K Sell
2,673
-246
-8% -$29.9K 0.03% 343
2024
Q2
$296K Buy
2,919
+437
+18% +$44.3K 0.03% 349
2024
Q1
$227K Sell
2,482
-269
-10% -$24.6K 0.02% 347
2023
Q4
$259K Buy
2,751
+304
+12% +$28.6K 0.03% 322
2023
Q3
$227K Sell
2,447
-241
-9% -$22.3K 0.03% 294
2023
Q2
$262K Sell
2,688
-107
-4% -$10.4K 0.03% 277
2023
Q1
$272K Sell
2,795
-127
-4% -$12.4K 0.04% 271
2022
Q4
$296K Sell
2,922
-378
-11% -$38.3K 0.05% 257
2022
Q3
$274K Buy
+3,300
New +$274K 0.05% 242
2022
Q2
Sell
-2,443
Closed -$229K 293
2022
Q1
$229K Sell
2,443
-123
-5% -$11.5K 0.04% 244
2021
Q4
$244K Buy
2,566
+10
+0.4% +$951 0.04% 233
2021
Q3
$242K Buy
2,556
+31
+1% +$2.94K 0.05% 234
2021
Q2
$250K Buy
2,525
+2
+0.1% +$198 0.05% 254
2021
Q1
$224K Buy
+2,523
New +$224K 0.05% 237
2020
Q3
Sell
-2,766
Closed -$201K 195
2020
Q2
$201K Buy
+2,766
New +$201K 0.07% 159