GSB 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 | $228K | Sell |
1,253
-673
| -35% | -$123K | 0.06% | 214 |
|
|
2025
Q1 | $306K | Sell |
1,926
-586
| -23% | -$93K | 0.08% | 166 |
|
|
2024
Q4 | $302K | Buy |
2,512
+17
| +0.7% | +$2.05K | 0.08% | 176 |
|
|
2024
Q3 | $303K | Buy |
2,495
+3
| +0.1% | +$364 | 0.08% | 179 |
|
|
2024
Q2 | $253K | Buy |
2,492
+3
| +0.1% | +$304 | 0.07% | 194 |
|
|
2024
Q1 | $228K | Buy |
2,489
+2
| +0.1% | +$183 | 0.06% | 200 |
|
|
2023
Q4 | $234K | Sell |
2,487
-797
| -24% | -$75K | 0.07% | 190 |
|
|
2023
Q3 | $304K | Sell |
3,284
-2,797
| -46% | -$259K | 0.1% | 157 |
|
|
2023
Q2 | $594K | Sell |
6,081
-248
| -4% | -$24.2K | 0.19% | 124 |
|
|
2023
Q1 | $615K | Sell |
6,329
-747
| -11% | -$72.6K | 0.2% | 131 |
|
|
2022
Q4 | $716K | Sell |
7,076
-7,248
| -51% | -$734K | 0.26% | 116 |
|
|
2022
Q3 | $1.19M | Buy |
14,324
+3
| +0% | +$249 | 0.43% | 86 |
|
|
2022
Q2 | $1.41M | Sell |
14,321
-798
| -5% | -$78.8K | 0.48% | 78 |
|
|
2022
Q1 | $1.42M | Buy |
15,119
+3
| +0% | +$282 | 0.41% | 86 |
|
|
2021
Q4 | $1.44M | Buy |
15,116
+616
| +4% | +$58.5K | 0.41% | 86 |
|
|
2021
Q3 | $1.37M | Sell |
14,500
-730
| -5% | -$69.2K | 0.71% | 46 |
|
|
2021
Q2 | $1.51M | Buy |
15,230
+5,302
| +53% | +$525K | 0.47% | 71 |
|
|
2021
Q1 | $881K | Buy |
9,928
+7,428
| +297% | +$659K | 0.29% | 106 |
|
|
2020
Q4 | $207K | Buy |
+2,500
| New | +$207K | 0.93% | 46 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$213K | – | 59 |
|
|
2019
Q4 | $213K | Buy |
+2,500
| New | +$213K | 0.88% | 50 |
|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$221K | – | 57 |
|
|
2019
Q1 | $221K | Buy |
+2,500
| New | +$221K | 0.95% | 45 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$204K | – | 54 |
|
|
2018
Q3 | $204K | Hold |
2,500
| – | – | 0.84% | 53 |
|
|
2018
Q2 | $202K | Hold |
2,500
| – | – | 0.96% | 46 |
|
|
2018
Q1 | $249K | Hold |
2,500
| – | – | 1.2% | 39 |
|
|
2017
Q4 | $264K | Hold |
2,500
| – | – | 1.19% | 38 |
|
|
2017
Q3 | $278K | Hold |
2,500
| – | – | 1.31% | 37 |
|
|
2017
Q2 | $294K | Hold |
2,500
| – | – | 1.33% | 35 |
|
|
2017
Q1 | $282K | Hold |
2,500
| – | – | 1.2% | 44 |
|
|
2016
Q4 | $229K | Buy |
+2,500
| New | +$229K | 0.9% | 59 |
|