Investment Advisory Services’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 | $493K | Buy |
2,705
+179
| +7% | +$32.6K | 0.16% | 79 |
|
|
2025
Q1 | $401K | Buy |
2,526
+16
| +0.6% | +$2.54K | 0.15% | 81 |
|
|
2024
Q4 | $302K | Buy |
2,510
+78
| +3% | +$9.39K | 0.11% | 91 |
|
|
2024
Q3 | $295K | Buy |
2,432
+40
| +2% | +$4.86K | 0.1% | 97 |
|
|
2024
Q2 | $242K | Buy |
2,392
+27
| +1% | +$2.74K | 0.09% | 105 |
|
|
2024
Q1 | $217K | Buy |
2,365
+221
| +10% | +$20.2K | 0.08% | 111 |
|
|
2023
Q4 | $202K | Sell |
2,144
-135
| -6% | -$12.7K | 0.08% | 113 |
|
|
2023
Q3 | $211K | Buy |
2,279
+58
| +3% | +$5.37K | 0.09% | 103 |
|
|
2023
Q2 | $217K | Buy |
+2,221
| New | +$217K | 0.09% | 101 |
|