Gen-Wealth Partners’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 | $141K | Sell |
776
-148
| -16% | -$27K | 0.05% | 252 |
|
|
2025
Q1 | $147K | Sell |
924
-235
| -20% | -$37.3K | 0.06% | 237 |
|
|
2024
Q4 | $139K | Sell |
1,159
-167
| -13% | -$20.1K | 0.06% | 244 |
|
|
2024
Q3 | $175K | Sell |
1,326
-109
| -8% | -$14.4K | 0.08% | 226 |
|
|
2024
Q2 | $145K | Hold |
1,435
| – | – | 0.07% | 239 |
|
|
2024
Q1 | $131K | Buy |
+1,435
| New | +$131K | 0.07% | 265 |
|