Marshall Financial Group (Maryland)’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 | $1.23M | Sell |
6,812
-188
| -3% | -$34.1K | 0.24% | 89 |
|
|
2025
Q1 | $1.11M | Buy |
7,000
+615
| +10% | +$97.6K | 0.24% | 99 |
|
|
2024
Q4 | $768K | Buy |
6,385
+297
| +5% | +$35.7K | 0.19% | 136 |
|
|
2024
Q3 | $739K | Buy |
6,088
+13
| +0.2% | +$1.58K | 0.18% | 141 |
|
|
2024
Q2 | $616K | Buy |
+6,075
| New | +$616K | 0.17% | 121 |
|
|
2023
Q3 | – | Sell |
-2,180
| Closed | -$213K | – | 171 |
|
|
2023
Q2 | $213K | Sell |
2,180
-10
| -0.5% | -$976 | 0.07% | 164 |
|
|
2023
Q1 | $213K | Hold |
2,190
| – | – | 0.08% | 164 |
|
|
2022
Q4 | $222K | Buy |
+2,190
| New | +$222K | 0.09% | 161 |
|
|
2022
Q3 | – | Sell |
-2,357
| Closed | -$233K | – | 178 |
|
|
2022
Q2 | $233K | Sell |
2,357
-47
| -2% | -$4.65K | 0.09% | 167 |
|
|
2022
Q1 | $226K | Sell |
2,404
-164
| -6% | -$15.4K | 0.09% | 193 |
|
|
2021
Q4 | $244K | Sell |
2,568
-112
| -4% | -$10.6K | 0.09% | 195 |
|
|
2021
Q3 | $254K | Sell |
2,680
-3
| -0.1% | -$284 | 0.13% | 155 |
|
|
2021
Q2 | $266K | Buy |
2,683
+220
| +9% | +$21.8K | 0.14% | 153 |
|
|
2021
Q1 | $219K | Buy |
+2,463
| New | +$219K | 0.13% | 129 |
|