Marcum 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
Q1 | $2.48M | Sell |
15,615
-228
| -1% | -$36.2K | 0.21% | 53 |
|
|
2024
Q4 | $1.91M | Sell |
15,843
-9
| -0.1% | -$1.08K | 0.17% | 66 |
|
|
2024
Q3 | $1.92M | Sell |
15,852
-691
| -4% | -$83.9K | 0.18% | 62 |
|
|
2024
Q2 | $1.68M | Buy |
16,543
+69
| +0.4% | +$6.99K | 0.17% | 65 |
|
|
2024
Q1 | $1.51M | Sell |
16,474
-995
| -6% | -$91.2K | 0.15% | 70 |
|
|
2023
Q4 | $1.64M | Sell |
17,469
-340
| -2% | -$32K | 0.17% | 63 |
|
|
2023
Q3 | $1.65M | Buy |
17,809
+209
| +1% | +$19.3K | 0.2% | 58 |
|
|
2023
Q2 | $1.72M | Buy |
17,600
+166
| +1% | +$16.2K | 0.2% | 53 |
|
|
2023
Q1 | $1.7M | Buy |
17,434
+814
| +5% | +$79.2K | 0.21% | 52 |
|
|
2022
Q4 | $1.68M | Sell |
16,620
-1,350
| -8% | -$137K | 0.22% | 53 |
|
|
2022
Q3 | $1.49M | Buy |
17,970
+6,118
| +52% | +$508K | 0.23% | 55 |
|
|
2022
Q2 | $1.17M | Buy |
11,852
+241
| +2% | +$23.8K | 0.18% | 74 |
|
|
2022
Q1 | $1.09M | Buy |
11,611
+345
| +3% | +$32.4K | 0.15% | 88 |
|
|
2021
Q4 | $1.07M | Buy |
11,266
+703
| +7% | +$66.8K | 0.15% | 98 |
|
|
2021
Q3 | $1M | Sell |
10,563
-1,864
| -15% | -$177K | 0.16% | 93 |
|
|
2021
Q2 | $1.23M | Sell |
12,427
-44
| -0.4% | -$4.36K | 0.2% | 71 |
|
|
2021
Q1 | $1.11M | Buy |
12,471
+5,071
| +69% | +$450K | 0.18% | 75 |
|
|
2020
Q4 | $613K | Buy |
7,400
+875
| +13% | +$72.5K | 0.14% | 51 |
|
|
2020
Q3 | $489K | Sell |
6,525
-235
| -3% | -$17.6K | 0.15% | 48 |
|
|
2020
Q2 | $474K | Sell |
6,760
-301
| -4% | -$21.1K | 0.15% | 56 |
|
|
2020
Q1 | $515K | Buy |
7,061
+137
| +2% | +$9.99K | 0.2% | 37 |
|
|
2019
Q4 | $589K | Buy |
+6,924
| New | +$589K | 0.22% | 45 |
|