Keystone Wealth 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 | $1.38M | Buy |
7,568
+9
| +0.1% | +$1.64K | 0.33% | 70 |
|
|
2025
Q1 | $1.2M | Sell |
7,559
-47
| -0.6% | -$7.46K | 0.32% | 74 |
|
|
2024
Q4 | $915K | Buy |
7,606
+3
| +0% | +$361 | 0.24% | 99 |
|
|
2024
Q3 | $923K | Sell |
7,603
-149
| -2% | -$18.1K | 0.26% | 95 |
|
|
2024
Q2 | $785K | Sell |
7,752
-63
| -0.8% | -$6.38K | 0.24% | 97 |
|
|
2024
Q1 | $716K | Sell |
7,815
-29
| -0.4% | -$2.66K | 0.23% | 100 |
|
|
2023
Q4 | $738K | Sell |
7,844
-132
| -2% | -$12.4K | 0.25% | 88 |
|
|
2023
Q3 | $738K | Buy |
7,976
+49
| +0.6% | +$4.54K | 0.28% | 85 |
|
|
2023
Q2 | $774K | Sell |
7,927
-263
| -3% | -$25.7K | 0.29% | 81 |
|
|
2023
Q1 | $796K | Buy |
8,190
+27
| +0.3% | +$2.63K | 0.33% | 76 |
|
|
2022
Q4 | $826K | Buy |
8,163
+4
| +0% | +$405 | 0.36% | 62 |
|
|
2022
Q3 | $677K | Buy |
8,159
+34
| +0.4% | +$2.82K | 0.32% | 63 |
|
|
2022
Q2 | $802K | Buy |
8,125
+4
| +0% | +$395 | 0.36% | 62 |
|
|
2022
Q1 | $763K | Sell |
8,121
-416
| -5% | -$39.1K | 0.3% | 71 |
|
|
2021
Q4 | $811K | Buy |
+8,537
| New | +$811K | 0.33% | 69 |
|