Gentry Private Wealth’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 | $517K | Buy |
2,838
+11
| +0.4% | +$2K | 0.4% | 43 |
|
|
2025
Q1 | $449K | Buy |
+2,827
| New | +$449K | 0.37% | 60 |
|
|
2024
Q4 | – | Sell |
-3,078
| Closed | -$374K | – | 68 |
|
|
2024
Q3 | $374K | Sell |
3,078
-168
| -5% | -$20.4K | 0.31% | 58 |
|
|
2024
Q2 | $329K | Buy |
+3,246
| New | +$329K | 0.29% | 62 |
|