Greenup Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,850
| Closed | -$1.91M | – | 90 |
|
|
2024
Q1 | $1.91M | Buy |
+20,850
| New | +$1.91M | 0.48% | 41 |
|
|
2023
Q4 | – | Sell |
-19,847
| Closed | -$1.84M | – | 98 |
|
|
2023
Q3 | $1.84M | Buy |
19,847
+7,405
| +60% | +$686K | 0.6% | 33 |
|
|
2023
Q2 | $1.21M | Buy |
+12,442
| New | +$1.21M | 0.33% | 51 |
|
|
2022
Q2 | – | Sell |
-10,404
| Closed | -$977K | – | 93 |
|
|
2022
Q1 | $977K | Buy |
10,404
+657
| +7% | +$61.7K | 0.54% | 45 |
|
|
2021
Q4 | $926K | Buy |
+9,747
| New | +$926K | 0.54% | 45 |
|