GoalVest Advisory’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 | $1.73M | Buy |
9,512
+222
| +2% | +$40.4K | 0.43% | 38 |
|
|
2025
Q1 | $1.47M | Buy |
9,290
+52
| +0.6% | +$8.25K | 0.41% | 50 |
|
|
2024
Q4 | $1.11M | Sell |
9,238
-569
| -6% | -$68.5K | 0.3% | 57 |
|
|
2024
Q3 | $1.19M | Buy |
9,807
+225
| +2% | +$27.3K | 0.34% | 53 |
|
|
2024
Q2 | $971K | Sell |
9,582
-907
| -9% | -$91.9K | 0.31% | 61 |
|
|
2024
Q1 | $961K | Buy |
10,489
+1,176
| +13% | +$108K | 0.32% | 59 |
|
|
2023
Q4 | $876K | Buy |
9,313
+1,247
| +15% | +$117K | 0.39% | 47 |
|
|
2023
Q3 | $747K | Sell |
8,066
-353
| -4% | -$32.7K | 0.37% | 50 |
|
|
2023
Q2 | $822K | Sell |
8,419
-1,630
| -16% | -$159K | 0.42% | 48 |
|
|
2023
Q1 | $977K | Buy |
10,049
+580
| +6% | +$56.4K | 0.57% | 50 |
|
|
2022
Q4 | $958K | Buy |
9,469
+795
| +9% | +$80.5K | 0.62% | 44 |
|
|
2022
Q3 | $720K | Buy |
8,674
+1,018
| +13% | +$84.5K | 0.5% | 55 |
|
|
2022
Q2 | $751K | Buy |
7,656
+7,520
| +5,529% | +$738K | 0.48% | 70 |
|
|
2022
Q1 | $13K | Buy |
+136
| New | +$13K | 0.01% | 225 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 247 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 220 |
|