Maia Wealth’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 | $768K | Sell |
4,215
-437
| -9% | -$79.6K | 0.15% | 156 |
|
|
2025
Q1 | $733K | Sell |
4,652
-168
| -3% | -$26.5K | 0.17% | 138 |
|
|
2024
Q4 | $629K | Buy |
4,820
+1,111
| +30% | +$145K | 0.14% | 145 |
|
|
2024
Q3 | $493K | Buy |
3,709
+1,156
| +45% | +$154K | 0.12% | 150 |
|
|
2024
Q2 | $268K | Buy |
+2,553
| New | +$268K | 0.08% | 177 |
|