Householder Group Estate & Retirement Specialist’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,843
| Closed | -$345K | – | 1007 |
|
|
2024
Q3 | $345K | Buy |
2,843
+35
| +1% | +$4.25K | 0.1% | 178 |
|
|
2024
Q2 | $284K | Buy |
2,808
+24
| +0.9% | +$2.43K | 0.08% | 191 |
|
|
2024
Q1 | $255K | Buy |
2,784
+834
| +43% | +$76.4K | 0.08% | 214 |
|
|
2023
Q4 | $183K | Buy |
1,950
+52
| +3% | +$4.88K | 0.06% | 250 |
|
|
2023
Q3 | $176K | Buy |
+1,898
| New | +$176K | 0.06% | 230 |
|
|
2023
Q1 | $235K | Buy |
+2,419
| New | +$235K | 0.09% | 181 |
|
|
2022
Q4 | – | Sell |
-1,656
| Closed | -$137K | – | 888 |
|
|
2022
Q3 | $137K | Buy |
+1,656
| New | +$137K | 0.06% | 216 |
|