HighMark 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 | $19.8K | Hold |
109
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $17.3K | Hold |
109
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $13.1K | Sell |
109
-34
| -24% | -$4.09K | 0.01% | 252 |
|
|
2024
Q3 | $17.4K | Hold |
143
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $14.5K | Buy |
143
+1
| +0.7% | +$101 | 0.01% | 230 |
|
|
2024
Q1 | $13K | Hold |
142
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $13.3K | Hold |
142
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $13.1K | Buy |
142
+33
| +30% | +$3.05K | 0.01% | 229 |
|
|
2023
Q2 | $10.6K | Hold |
109
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $10.6K | Hold |
109
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $11K | Buy |
109
+1
| +0.9% | +$101 | 0.01% | 237 |
|
|
2022
Q3 | $9K | Buy |
108
+1
| +0.9% | +$83 | 0.01% | 261 |
|
|
2022
Q2 | $11K | Buy |
107
+1
| +0.9% | +$103 | 0.01% | 236 |
|
|
2022
Q1 | $10K | Sell |
106
-65
| -38% | -$6.13K | 0.01% | 266 |
|
|
2021
Q4 | $16K | Buy |
171
+1
| +0.6% | +$94 | 0.01% | 201 |
|
|
2021
Q3 | $16K | Sell |
170
-5
| -3% | -$471 | 0.01% | 203 |
|
|
2021
Q2 | $17K | Buy |
175
+73
| +72% | +$7.09K | 0.01% | 200 |
|
|
2021
Q1 | $9K | Buy |
102
+1
| +1% | +$88 | 0.01% | 248 |
|
|
2020
Q4 | $8K | Buy |
101
+1
| +1% | +$79 | 0.01% | 272 |
|
|
2020
Q3 | $7K | Buy |
100
+1
| +1% | +$70 | 0.01% | 278 |
|
|
2020
Q2 | $7K | Buy |
99
+1
| +1% | +$71 | 0.01% | 275 |
|
|
2020
Q1 | $7K | Buy |
98
+2
| +2% | +$143 | 0.01% | 187 |
|
|
2019
Q4 | $8K | Buy |
+96
| New | +$8K | 0.01% | 245 |
|