Investmark Advisory Group’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 | $8.38M | Sell |
46,002
-1,980
| -4% | -$361K | 3.93% | 5 |
|
|
2025
Q1 | $7.62M | Sell |
47,982
-706
| -1% | -$112K | 3.76% | 6 |
|
|
2024
Q4 | $5.86M | Buy |
48,688
+175
| +0.4% | +$21.1K | 2.87% | 6 |
|
|
2024
Q3 | $5.89M | Buy |
48,513
+16,496
| +52% | +$2M | 2.86% | 6 |
|
|
2024
Q2 | $3.24M | Sell |
32,017
-59
| -0.2% | -$5.98K | 1.73% | 15 |
|
|
2024
Q1 | $2.94M | Sell |
32,076
-526
| -2% | -$48.2K | 1.61% | 16 |
|
|
2023
Q4 | $3.07M | Sell |
32,602
-100
| -0.3% | -$9.41K | 1.8% | 15 |
|
|
2023
Q3 | $3.03M | Buy |
32,702
+370
| +1% | +$34.3K | 2.05% | 14 |
|
|
2023
Q2 | $3.16M | Buy |
32,332
+503
| +2% | +$49.1K | 2.1% | 14 |
|
|
2023
Q1 | $3.1M | Buy |
31,829
+651
| +2% | +$63.3K | 2.27% | 15 |
|
|
2022
Q4 | $3.16M | Buy |
31,178
+997
| +3% | +$101K | 2.34% | 13 |
|
|
2022
Q3 | $2.51M | Buy |
30,181
+1,026
| +4% | +$85.2K | 2.25% | 14 |
|
|
2022
Q2 | $2.88M | Buy |
29,155
+608
| +2% | +$60K | 2.84% | 13 |
|
|
2022
Q1 | $2.68M | Buy |
28,547
+819
| +3% | +$76.9K | 2.76% | 13 |
|
|
2021
Q4 | $2.63M | Buy |
+27,728
| New | +$2.63M | 2.46% | 12 |
|