Invenio 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 | $545K | Buy |
2,994
+1,535
| +105% | +$280K | 0.22% | 56 |
|
|
2025
Q1 | $232K | Buy |
+1,459
| New | +$232K | 0.1% | 85 |
|
|
2024
Q4 | – | Sell |
-2,158
| Closed | -$262K | – | 104 |
|
|
2024
Q3 | $262K | Hold |
2,158
| – | – | 0.11% | 87 |
|
|
2024
Q2 | $219K | Sell |
2,158
-467
| -18% | -$47.3K | 0.11% | 89 |
|
|
2024
Q1 | $241K | Sell |
2,625
-1,781
| -40% | -$163K | 0.13% | 86 |
|
|
2023
Q4 | $415K | Buy |
4,406
+412
| +10% | +$38.8K | 0.3% | 55 |
|
|
2023
Q3 | $370K | Buy |
+3,994
| New | +$370K | 0.34% | 54 |
|