Legacy Capital Wealth Partners’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 | $1.92M | Buy |
10,516
+390
| +4% | +$71K | 0.44% | 38 |
|
|
2025
Q1 | $1.61M | Sell |
10,126
-803
| -7% | -$127K | 0.4% | 41 |
|
|
2024
Q4 | $1.32M | Buy |
10,929
+1,763
| +19% | +$212K | 0.33% | 62 |
|
|
2024
Q3 | $1.11M | Sell |
9,166
-125
| -1% | -$15.2K | 0.22% | 95 |
|
|
2024
Q2 | $941K | Buy |
9,291
+7,199
| +344% | +$729K | 0.24% | 81 |
|
|
2024
Q1 | $205K | Sell |
2,092
-6,060
| -74% | -$592K | 0.15% | 106 |
|
|
2023
Q4 | $767K | Sell |
8,152
-117
| -1% | -$11K | 0.22% | 96 |
|
|
2023
Q3 | $766K | Buy |
+8,269
| New | +$766K | 0.21% | 100 |
|
|
2023
Q2 | – | Sell |
-7,036
| Closed | -$684K | – | 179 |
|
|
2023
Q1 | $684K | Buy |
+7,036
| New | +$684K | 0.19% | 107 |
|