HB 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 | $14.9M | Sell |
81,855
-10,106
| -11% | -$1.84M | 0.12% | 95 |
|
|
2025
Q1 | $14.6M | Buy |
91,961
+26,348
| +40% | +$4.18M | 0.12% | 96 |
|
|
2024
Q4 | $7.9M | Buy |
65,613
+11,846
| +22% | +$1.43M | 0.08% | 119 |
|
|
2024
Q3 | $6.53M | Buy |
53,767
+9,901
| +23% | +$1.2M | 0.07% | 135 |
|
|
2024
Q2 | $4.44M | Buy |
43,866
+8,309
| +23% | +$842K | 0.05% | 164 |
|
|
2024
Q1 | $3.26M | Sell |
35,557
-650
| -2% | -$59.6K | 0.04% | 184 |
|
|
2023
Q4 | $3.41M | Sell |
36,207
-2,363
| -6% | -$222K | 0.05% | 165 |
|
|
2023
Q3 | $3.57M | Buy |
38,570
+5,494
| +17% | +$509K | 0.06% | 155 |
|
|
2023
Q2 | $3.23M | Buy |
33,076
+4,769
| +17% | +$466K | 0.05% | 157 |
|
|
2023
Q1 | $2.75M | Buy |
28,307
+1,603
| +6% | +$156K | 0.05% | 164 |
|
|
2022
Q4 | $2.7M | Buy |
26,704
+2,834
| +12% | +$287K | 0.05% | 165 |
|
|
2022
Q3 | $1.98M | Sell |
23,870
-488
| -2% | -$40.5K | 0.04% | 176 |
|
|
2022
Q2 | $2.41M | Buy |
24,358
+8,258
| +51% | +$815K | 0.05% | 156 |
|
|
2022
Q1 | $1.51M | Buy |
16,100
+5,086
| +46% | +$478K | 0.03% | 217 |
|
|
2021
Q4 | $1.05M | Buy |
+11,014
| New | +$1.05M | 0.02% | 234 |
|