Granite Bay 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 | $273K | Hold |
1,500
| – | – | 0.09% | 61 |
|
|
2025
Q1 | $238K | Buy |
+1,500
| New | +$238K | 0.08% | 67 |
|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$203K | – | 66 |
|
|
2024
Q2 | $203K | Buy |
+2,000
| New | +$203K | 0.11% | 66 |
|
|
2024
Q1 | – | Sell |
-128,583
| Closed | -$11.8M | – | 232 |
|
|
2023
Q4 | $11.8M | Sell |
128,583
-3
| -0% | -$276 | 0.11% | 73 |
|
|
2023
Q3 | $12.4M | Buy |
+128,586
| New | +$12.4M | 0.12% | 74 |
|
|
2023
Q1 | – | Sell |
-2,041
| Closed | -$207K | – | 77 |
|
|
2022
Q4 | $207K | Buy |
+2,041
| New | +$207K | 0.14% | 65 |
|