Journey Strategic Wealth’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 | $4.4M | Buy |
24,150
+5,234
| +28% | +$953K | 0.14% | 53 |
|
|
2025
Q1 | $3M | Buy |
18,916
+13,795
| +269% | +$2.19M | 0.1% | 61 |
|
|
2024
Q4 | $616K | Buy |
5,121
+30
| +0.6% | +$3.61K | 0.02% | 186 |
|
|
2024
Q3 | $618K | Buy |
5,091
+589
| +13% | +$71.5K | 0.02% | 188 |
|
|
2024
Q2 | $456K | Buy |
+4,502
| New | +$456K | 0.02% | 178 |
|
|
2023
Q4 | – | Sell |
-2,340
| Closed | -$217K | – | 259 |
|
|
2023
Q3 | $217K | Sell |
2,340
-176
| -7% | -$16.3K | 0.01% | 160 |
|
|
2023
Q2 | $246K | Sell |
2,516
-783
| -24% | -$76.4K | 0.01% | 147 |
|
|
2023
Q1 | $321K | Sell |
3,299
-1,323
| -29% | -$129K | 0.03% | 144 |
|
|
2022
Q4 | $468K | Sell |
4,622
-433
| -9% | -$43.8K | 0.06% | 102 |
|
|
2022
Q3 | $420K | Buy |
5,055
+2,674
| +112% | +$222K | 0.06% | 77 |
|
|
2022
Q2 | $235K | Sell |
2,381
-2,259
| -49% | -$223K | 0.03% | 92 |
|
|
2022
Q1 | $437K | Sell |
4,640
-136
| -3% | -$12.8K | 0.05% | 63 |
|
|
2021
Q4 | $454K | Buy |
+4,776
| New | +$454K | 0.05% | 80 |
|