Koa 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 | $2.82M | Sell |
15,487
-1,856
| -11% | -$338K | 2.24% | 13 |
|
|
2025
Q1 | $2.75M | Sell |
17,343
-3,553
| -17% | -$564K | 2.22% | 13 |
|
|
2024
Q4 | $2.51M | Sell |
20,896
-784
| -4% | -$94.4K | 2.06% | 13 |
|
|
2024
Q3 | $2.63M | Sell |
21,680
-3,306
| -13% | -$401K | 2.03% | 15 |
|
|
2024
Q2 | $2.53M | Sell |
24,986
-111
| -0.4% | -$11.2K | 2.14% | 14 |
|
|
2024
Q1 | $2.3M | Buy |
25,097
+4,237
| +20% | +$388K | 2.07% | 19 |
|
|
2023
Q4 | $1.96M | Buy |
+20,860
| New | +$1.96M | 1.94% | 18 |
|