Inlet Private Wealth’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 | $337K | Sell |
1,853
-1,500
| -45% | -$273K | 0.08% | 112 |
|
|
2025
Q1 | $532K | Sell |
3,353
-105
| -3% | -$16.7K | 0.14% | 101 |
|
|
2024
Q4 | $416K | Sell |
3,458
-500
| -13% | -$60.2K | 0.11% | 103 |
|
|
2024
Q3 | $481K | Hold |
3,958
| – | – | 0.12% | 101 |
|
|
2024
Q2 | $401K | Hold |
3,958
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $363K | Sell |
3,958
-2,500
| -39% | -$229K | 0.1% | 104 |
|
|
2023
Q4 | $608K | Sell |
6,458
-1,495
| -19% | -$141K | 0.19% | 90 |
|
|
2023
Q3 | $736K | Sell |
7,953
-1,900
| -19% | -$176K | 0.24% | 83 |
|
|
2023
Q2 | $962K | Hold |
9,853
| – | – | 0.24% | 77 |
|
|
2023
Q1 | $958K | Hold |
9,853
| – | – | 0.25% | 78 |
|
|
2022
Q4 | $997K | Buy |
9,853
+973
| +11% | +$98.5K | 0.26% | 75 |
|
|
2022
Q3 | $737K | Hold |
8,880
| – | – | 0.22% | 80 |
|
|
2022
Q2 | $877K | Hold |
8,880
| – | – | 0.25% | 78 |
|
|
2022
Q1 | $834K | Buy |
8,880
+53
| +0.6% | +$4.98K | 0.21% | 85 |
|
|
2021
Q4 | $839K | Hold |
8,827
| – | – | 0.2% | 89 |
|
|
2021
Q3 | $837K | Hold |
8,827
| – | – | 0.22% | 85 |
|
|
2021
Q2 | $875K | Buy |
8,827
+27
| +0.3% | +$2.68K | 0.23% | 84 |
|
|
2021
Q1 | $781K | Buy |
8,800
+1,500
| +21% | +$133K | 0.22% | 80 |
|
|
2020
Q4 | $604K | Buy |
7,300
+2,100
| +40% | +$174K | 0.2% | 89 |
|
|
2020
Q3 | $390K | Hold |
5,200
| – | – | 0.15% | 99 |
|
|
2020
Q2 | $364K | Hold |
5,200
| – | – | 0.15% | 95 |
|
|
2020
Q1 | $379K | Hold |
5,200
| – | – | 0.18% | 93 |
|
|
2019
Q4 | $442K | Buy |
5,200
+1,000
| +24% | +$85K | 0.15% | 105 |
|
|
2019
Q3 | $319K | Sell |
4,200
-175
| -4% | -$13.3K | 0.12% | 116 |
|
|
2019
Q2 | $358K | Sell |
4,375
-1,900
| -30% | -$155K | 0.13% | 113 |
|
|
2019
Q1 | $555K | Buy |
6,275
+500
| +9% | +$44.2K | 0.22% | 96 |
|
|
2018
Q4 | $386K | Buy |
+5,775
| New | +$386K | 0.21% | 90 |
|