JGP Wealth Management’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 | $202K | Buy |
+1,108
| New | +$202K | 0.02% | 197 |
|
|
2019
Q3 | – | Sell |
-3,134
| Closed | -$246K | – | 133 |
|
|
2019
Q2 | $246K | Buy |
3,134
+58
| +2% | +$4.55K | 0.09% | 115 |
|
|
2019
Q1 | $272K | Buy |
3,076
+35
| +1% | +$3.1K | 0.1% | 106 |
|
|
2018
Q4 | $203K | Hold |
3,041
| – | – | 0.08% | 112 |
|
|
2018
Q3 | $249K | Buy |
3,041
+502
| +20% | +$41.1K | 0.1% | 108 |
|
|
2018
Q2 | $205K | Buy |
+2,539
| New | +$205K | 0.09% | 115 |
|