Klein Pavlis & Peasley Financial’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 | $2.77M | Sell |
15,228
-16,182
| -52% | -$2.95M | 1.85% | 16 |
|
|
2025
Q1 | $4.97M | Buy |
31,410
+1,868
| +6% | +$295K | 3.58% | 4 |
|
|
2024
Q4 | $3.56M | Buy |
29,542
+16,982
| +135% | +$2.04M | 2.87% | 9 |
|
|
2024
Q3 | $1.52M | Sell |
12,560
-213
| -2% | -$25.9K | 1.22% | 30 |
|
|
2024
Q2 | $1.29M | Sell |
12,773
-22,823
| -64% | -$2.31M | 1.15% | 35 |
|
|
2024
Q1 | $3.26M | Buy |
35,596
+536
| +2% | +$49.1K | 2.95% | 7 |
|
|
2023
Q4 | $3.3M | Buy |
+35,060
| New | +$3.3M | 3.08% | 9 |
|