IAG Wealth Partners’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 | – | Sell |
-60
| Closed | -$9.52K | – | 520 |
|
2025
Q1 | $9.52K | Hold |
60
| – | – | ﹤0.01% | 343 |
|
2024
Q4 | $7.22K | Sell |
60
-140
| -70% | -$16.8K | ﹤0.01% | 383 |
|
2024
Q3 | $24.3K | Buy |
+200
| New | +$24.3K | ﹤0.01% | 262 |
|
2021
Q4 | – | Sell |
-2,535
| Closed | -$241K | – | 424 |
|
2021
Q3 | $241K | Buy |
+2,535
| New | +$241K | 0.09% | 47 |
|