LJI 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 | $404K | Hold |
2,221
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $352K | Buy |
2,221
+1
| +0% | +$159 | 0.07% | 119 |
|
|
2024
Q4 | $267K | Buy |
2,220
+73
| +3% | +$8.79K | 0.05% | 141 |
|
|
2024
Q3 | $261K | Hold |
2,147
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $218K | Buy |
+2,147
| New | +$218K | 0.05% | 169 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$202K | – | 166 |
|
|
2022
Q4 | $202K | Buy |
+2,000
| New | +$202K | 0.07% | 137 |
|