Journey 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 | $687K | Sell |
3,771
-19,441
| -84% | -$3.54M | 0.05% | 183 |
|
|
2025
Q1 | $3.68M | Buy |
23,212
+19,480
| +522% | +$3.09M | 0.3% | 83 |
|
|
2024
Q4 | $378K | Hold |
3,732
| – | – | 0.05% | 173 |
|
|
2024
Q3 | $378K | Hold |
3,732
| – | – | 0.05% | 173 |
|
|
2024
Q2 | $378K | Hold |
3,732
| – | – | 0.05% | 173 |
|
|
2024
Q1 | $342K | Sell |
3,732
-75
| -2% | -$6.87K | 0.04% | 184 |
|
|
2023
Q4 | $358K | Hold |
3,807
| – | – | 0.05% | 165 |
|
|
2023
Q3 | $352K | Sell |
3,807
-75
| -2% | -$6.94K | 0.05% | 165 |
|
|
2023
Q2 | $379K | Sell |
3,882
-200
| -5% | -$19.5K | 0.06% | 161 |
|
|
2023
Q1 | $397K | Buy |
4,082
+692
| +20% | +$67.3K | 0.06% | 163 |
|
|
2022
Q4 | $343K | Buy |
3,390
+508
| +18% | +$51.4K | 0.09% | 158 |
|
|
2022
Q3 | $239K | Buy |
+2,882
| New | +$239K | 0.06% | 212 |
|
|
2021
Q3 | – | Sell |
-2,659
| Closed | -$264K | – | 201 |
|
|
2021
Q2 | $264K | Hold |
2,659
| – | – | 0.08% | 174 |
|
|
2021
Q1 | $236K | Sell |
2,659
-50
| -2% | -$4.44K | 0.08% | 176 |
|
|
2020
Q4 | $224K | Buy |
+2,709
| New | +$224K | 0.08% | 166 |
|