GeoWealth 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 | $1.61M | Buy |
8,823
+1,379
| +19% | +$251K | 0.06% | 180 |
|
|
2025
Q1 | $1.18M | Sell |
7,444
-3,636
| -33% | -$577K | 0.05% | 224 |
|
|
2024
Q4 | $1.33M | Buy |
11,080
+2,380
| +27% | +$286K | 0.04% | 243 |
|
|
2024
Q3 | $1.06M | Buy |
8,700
+142
| +2% | +$17.2K | 0.04% | 289 |
|
|
2024
Q2 | $867K | Buy |
8,558
+2,126
| +33% | +$215K | 0.04% | 303 |
|
|
2024
Q1 | $589K | Buy |
6,432
+2,096
| +48% | +$192K | 0.02% | 396 |
|
|
2023
Q4 | $408K | Buy |
4,336
+2,289
| +112% | +$215K | 0.03% | 364 |
|
|
2023
Q3 | $189K | Sell |
2,047
-4,566
| -69% | -$422K | 0.02% | 290 |
|
|
2023
Q2 | $646K | Buy |
6,613
+5,647
| +585% | +$552K | 0.07% | 150 |
|
|
2023
Q1 | $94K | Buy |
+966
| New | +$94K | 0.01% | 245 |
|
|
2019
Q4 | – | Sell |
-4,116
| Closed | -$313K | – | 173 |
|
|
2019
Q3 | $313K | Buy |
+4,116
| New | +$313K | 0.07% | 144 |
|