Horst & Graben 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 | $835K | Buy |
4,585
+35
| +0.8% | +$6.38K | 0.14% | 81 |
|
|
2025
Q1 | $722K | Buy |
4,550
+130
| +3% | +$20.6K | 0.13% | 79 |
|
|
2024
Q4 | $532K | Buy |
4,420
+38
| +0.9% | +$4.57K | 0.09% | 93 |
|
|
2024
Q3 | $532K | Buy |
4,382
+43
| +1% | +$5.22K | 0.1% | 87 |
|
|
2024
Q2 | $440K | Sell |
4,339
-598
| -12% | -$60.6K | 0.08% | 89 |
|
|
2024
Q1 | $452K | Buy |
4,937
+51
| +1% | +$4.67K | 0.09% | 91 |
|
|
2023
Q4 | $460K | Sell |
4,886
-99
| -2% | -$9.31K | 0.1% | 81 |
|
|
2023
Q3 | $462K | Buy |
4,985
+50
| +1% | +$4.63K | 0.11% | 79 |
|
|
2023
Q2 | $482K | Buy |
4,935
+49
| +1% | +$4.79K | 0.12% | 73 |
|
|
2023
Q1 | $475K | Sell |
4,886
-97
| -2% | -$9.43K | 0.12% | 74 |
|
|
2022
Q4 | $504K | Buy |
4,983
+70
| +1% | +$7.08K | 0.13% | 79 |
|
|
2022
Q3 | $408K | Buy |
4,913
+64
| +1% | +$5.32K | 0.12% | 82 |
|
|
2022
Q2 | $479K | Buy |
4,849
+58
| +1% | +$5.73K | 0.13% | 80 |
|
|
2022
Q1 | $450K | Buy |
4,791
+57
| +1% | +$5.35K | 0.11% | 85 |
|
|
2021
Q4 | $450K | Buy |
4,734
+59
| +1% | +$5.61K | 0.11% | 86 |
|
|
2021
Q3 | $443K | Buy |
4,675
+40
| +0.9% | +$3.79K | 0.12% | 85 |
|
|
2021
Q2 | $459K | Buy |
4,635
+42
| +0.9% | +$4.16K | 0.13% | 83 |
|
|
2021
Q1 | $408K | Buy |
4,593
+46
| +1% | +$4.09K | 0.13% | 90 |
|
|
2020
Q4 | $376K | Sell |
4,547
-393
| -8% | -$32.5K | 0.13% | 84 |
|
|
2020
Q3 | $370K | Sell |
4,940
-430
| -8% | -$32.2K | 0.14% | 80 |
|
|
2020
Q2 | $376K | Sell |
5,370
-202
| -4% | -$14.1K | 0.17% | 68 |
|
|
2020
Q1 | $407K | Buy |
+5,572
| New | +$407K | 0.21% | 53 |
|