FSB Premier Wealth 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 | $4.42M | Buy |
24,274
+3,628
| +18% | +$661K | 1.58% | 16 |
|
2025
Q1 | $3.28M | Buy |
20,646
+203
| +1% | +$32.2K | 1.28% | 18 |
|
2024
Q4 | $2.46M | Buy |
20,443
+4,116
| +25% | +$495K | 0.99% | 26 |
|
2024
Q3 | $1.98M | Buy |
16,327
+1,449
| +10% | +$176K | 0.81% | 32 |
|
2024
Q2 | $1.51M | Buy |
14,878
+4,228
| +40% | +$428K | 0.68% | 35 |
|
2024
Q1 | $976K | Buy |
10,650
+1,737
| +19% | +$159K | 0.45% | 52 |
|
2023
Q4 | $838K | Buy |
8,913
+1,935
| +28% | +$182K | 0.42% | 54 |
|
2023
Q3 | $646K | Buy |
6,978
+1,733
| +33% | +$160K | 0.36% | 63 |
|
2023
Q2 | $512K | Buy |
5,245
+619
| +13% | +$60.4K | 0.28% | 80 |
|
2023
Q1 | $450K | Buy |
4,626
+1,399
| +43% | +$136K | 0.25% | 83 |
|
2022
Q4 | $327K | Buy |
3,227
+529
| +20% | +$53.5K | 0.18% | 107 |
|
2022
Q3 | $224K | Buy |
2,698
+236
| +10% | +$19.6K | 0.13% | 125 |
|
2022
Q2 | $243K | Buy |
2,462
+106
| +4% | +$10.5K | 0.13% | 123 |
|
2022
Q1 | $241K | Buy |
2,356
+761
| +48% | +$77.8K | 0.12% | 121 |
|
2021
Q4 | $151K | Buy |
+1,595
| New | +$151K | 0.06% | 142 |
|