Marshall Financial Group (Pennsylvania)’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 | $615K | Hold |
3,378
| – | – | 0.18% | 38 |
|
|
2025
Q1 | $536K | Hold |
3,378
| – | – | 0.17% | 39 |
|
|
2024
Q4 | $407K | Hold |
3,378
| – | – | 0.12% | 44 |
|
|
2024
Q3 | $410K | Hold |
3,378
| – | – | 0.12% | 44 |
|
|
2024
Q2 | $342K | Hold |
3,378
| – | – | 0.11% | 46 |
|
|
2024
Q1 | $309K | Hold |
3,378
| – | – | 0.1% | 46 |
|
|
2023
Q4 | $318K | Buy |
+3,378
| New | +$318K | 0.11% | 45 |
|