Golden State Wealth 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 | $439K | Sell |
2,409
-298
| -11% | -$54.3K | 0.05% | 254 |
|
|
2025
Q1 | $430K | Sell |
2,707
-50
| -2% | -$7.94K | 0.06% | 230 |
|
|
2024
Q4 | $332K | Buy |
+2,757
| New | +$332K | 0.05% | 261 |
|
|
2022
Q1 | $226K | Sell |
2,402
-595
| -20% | -$56K | 0.04% | 283 |
|
|
2021
Q4 | $285K | Buy |
2,997
+525
| +21% | +$49.9K | 0.05% | 295 |
|
|
2021
Q3 | $234K | Sell |
2,472
-39
| -2% | -$3.69K | 0.05% | 264 |
|
|
2021
Q2 | $249K | Buy |
2,511
+2
| +0.1% | +$198 | 0.05% | 253 |
|
|
2021
Q1 | $222K | Sell |
2,509
-649
| -21% | -$57.4K | 0.07% | 187 |
|
|
2020
Q4 | $261K | Buy |
3,158
+651
| +26% | +$53.8K | 0.08% | 200 |
|
|
2020
Q3 | $188K | Sell |
2,507
-416
| -14% | -$31.2K | 0.06% | 198 |
|
|
2020
Q2 | $205K | Buy |
2,923
+193
| +7% | +$13.5K | 0.07% | 177 |
|
|
2020
Q1 | $199K | Buy |
+2,730
| New | +$199K | 0.09% | 159 |
|
|
2019
Q4 | – | Sell |
-3,744
| Closed | -$284K | – | 678 |
|
|
2019
Q3 | $284K | Buy |
3,744
+1,272
| +51% | +$96.5K | 0.09% | 162 |
|
|
2019
Q2 | $194K | Sell |
2,472
-55
| -2% | -$4.32K | 0.06% | 228 |
|
|
2019
Q1 | $223K | Buy |
+2,527
| New | +$223K | 0.07% | 213 |
|