Intrua Financial’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
$440K Sell
2,416
-537
-18% -$97.8K 0.06% 229
2025
Q1
$469K Buy
2,953
+75
+3% +$11.9K 0.07% 204
2024
Q4
$346K Sell
2,878
-748
-21% -$90K 0.05% 252
2024
Q3
$440K Sell
3,626
-5,184
-59% -$629K 0.07% 242
2024
Q2
$893K Buy
8,810
+3,741
+74% +$379K 0.13% 132
2024
Q1
$464K Buy
5,069
+199
+4% +$18.2K 0.07% 251
2023
Q4
$458K Sell
4,870
-423
-8% -$39.8K 0.07% 240
2023
Q3
$490K Sell
5,293
-207
-4% -$19.2K 0.08% 196
2023
Q2
$537K Buy
5,500
+2,170
+65% +$212K 0.09% 187
2023
Q1
$317K Buy
+3,330
New +$317K 0.07% 245
2022
Q3
Sell
-6,047
Closed -$597K 345
2022
Q2
$597K Sell
6,047
-92
-1% -$9.08K 0.13% 174
2022
Q1
$577K Sell
6,139
-125
-2% -$11.7K 0.1% 203
2021
Q4
$595K Sell
6,264
-279
-4% -$26.5K 0.1% 193
2021
Q3
$621K Buy
6,543
+271
+4% +$25.7K 0.11% 179
2021
Q2
$626K Buy
6,272
+136
+2% +$13.6K 0.15% 140
2021
Q1
$580K Buy
6,136
+1,509
+33% +$143K 0.15% 143
2020
Q4
$383K Buy
4,627
+208
+5% +$17.2K 0.17% 125
2020
Q3
$335K Sell
4,419
-849
-16% -$64.4K 0.16% 131
2020
Q2
$412K Buy
+5,268
New +$412K 0.16% 136