Keebeck 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 | $1.23M | Buy |
6,722
+854
| +15% | +$157K | 0.16% | 128 |
|
|
2025
Q1 | $939K | Buy |
5,868
+314
| +6% | +$50.3K | 0.14% | 132 |
|
|
2024
Q4 | $676K | Buy |
5,554
+197
| +4% | +$24K | 0.1% | 147 |
|
|
2024
Q3 | $658K | Buy |
5,357
+156
| +3% | +$19.1K | 0.1% | 150 |
|
|
2024
Q2 | $534K | Hold |
5,201
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $483K | Sell |
5,201
-38
| -0.7% | -$3.53K | 0.07% | 193 |
|
|
2023
Q4 | $500K | Sell |
5,239
-962
| -16% | -$91.8K | 0.08% | 178 |
|
|
2023
Q3 | $582K | Sell |
6,201
-29
| -0.5% | -$2.72K | 0.1% | 156 |
|
|
2023
Q2 | $616K | Sell |
6,230
-500
| -7% | -$49.4K | 0.08% | 160 |
|
|
2023
Q1 | $663K | Sell |
6,730
-563
| -8% | -$55.5K | 0.11% | 138 |
|
|
2022
Q4 | $747K | Buy |
7,293
+64
| +0.9% | +$6.56K | 0.13% | 126 |
|
|
2022
Q3 | $609K | Hold |
7,229
| – | – | 0.12% | 134 |
|
|
2022
Q2 | $723K | Buy |
7,229
+500
| +7% | +$50K | 0.14% | 124 |
|
|
2022
Q1 | $641K | Buy |
6,729
+500
| +8% | +$47.6K | 0.11% | 142 |
|
|
2021
Q4 | $600K | Hold |
6,229
| – | – | 0.11% | 133 |
|
|
2021
Q3 | $598K | Sell |
6,229
-751
| -11% | -$72.1K | 0.12% | 127 |
|
|
2021
Q2 | $697K | Sell |
6,980
-10,000
| -59% | -$999K | 0.1% | 139 |
|
|
2021
Q1 | $1.53M | Buy |
16,980
+2,471
| +17% | +$222K | 0.24% | 79 |
|
|
2020
Q4 | $1.22M | Buy |
14,509
+2,118
| +17% | +$178K | 0.21% | 81 |
|
|
2020
Q3 | $944K | Buy |
12,391
+412
| +3% | +$31.4K | 0.19% | 79 |
|
|
2020
Q2 | $853K | Buy |
11,979
+5,000
| +72% | +$356K | 0.27% | 76 |
|
|
2020
Q1 | $517K | Hold |
6,979
| – | – | 0.22% | 91 |
|
|
2019
Q4 | $602K | Buy |
+6,979
| New | +$602K | 0.19% | 89 |
|