Heritage Wealth Management (Arizona)’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 | $446K | Sell |
4,401
-40
| -0.9% | -$4.05K | 0.25% | 84 |
|
|
2024
Q1 | $407K | Buy |
+4,441
| New | +$407K | 0.21% | 101 |
|
|
2022
Q4 | $81.6K | Buy |
806
+521
| +183% | +$52.7K | 0.01% | 438 |
|
|
2022
Q3 | $24K | Buy |
285
+82
| +40% | +$6.91K | 0.01% | 503 |
|
|
2022
Q2 | $20K | Sell |
203
-2,450
| -92% | -$242K | 0.01% | 544 |
|
|
2022
Q1 | $249K | Buy |
+2,653
| New | +$249K | 0.07% | 230 |
|
|
2021
Q3 | $251K | Buy |
2,653
+55
| +2% | +$5.2K | 0.09% | 177 |
|
|
2021
Q2 | $257K | Buy |
+2,598
| New | +$257K | 0.1% | 181 |
|