Golden State Equity 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 | $728K | Buy |
3,996
+94
| +2% | +$17.1K | 0.13% | 185 |
|
|
2025
Q1 | $619K | Buy |
3,902
+757
| +24% | +$120K | 0.12% | 202 |
|
|
2024
Q4 | $378K | Buy |
3,145
+719
| +30% | +$86.5K | 0.07% | 285 |
|
|
2024
Q3 | $294K | Buy |
2,426
+86
| +4% | +$10.4K | 0.16% | 142 |
|
|
2024
Q2 | $237K | Buy |
+2,340
| New | +$237K | 0.05% | 360 |
|
|
2023
Q4 | $335K | Sell |
3,560
-1,154
| -24% | -$109K | 0.08% | 256 |
|
|
2023
Q3 | $436K | Sell |
4,714
-65
| -1% | -$6.02K | 0.12% | 183 |
|
|
2023
Q2 | $467K | Buy |
4,779
+1,486
| +45% | +$145K | 0.13% | 191 |
|
|
2023
Q1 | $320K | Buy |
+3,293
| New | +$320K | 0.17% | 138 |
|
|
2021
Q3 | – | Sell |
-2,465
| Closed | -$244K | – | 264 |
|
|
2021
Q2 | $244K | Buy |
+2,465
| New | +$244K | 0.09% | 208 |
|