H&H Retirement Design & 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
Q1 | – | Sell |
-1,807
| Closed | -$279K | – | 77 |
|
|
2024
Q4 | $279K | Sell |
1,807
-56
| -3% | -$8.65K | 0.17% | 67 |
|
|
2024
Q3 | $224K | Buy |
+1,863
| New | +$224K | 0.13% | 72 |
|
|
2023
Q3 | – | Sell |
-2,148
| Closed | -$216K | – | 61 |
|
|
2023
Q2 | $216K | Buy |
2,148
+12
| +0.6% | +$1.21K | 0.14% | 50 |
|
|
2023
Q1 | $213K | Buy |
+2,136
| New | +$213K | 0.14% | 49 |
|
|
2021
Q2 | – | Sell |
-2,542
| Closed | -$239K | – | 47 |
|
|
2021
Q1 | $239K | Buy |
+2,542
| New | +$239K | 0.14% | 39 |
|