Mayfair Advisory Group’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
$695K Buy
4,083
+5
+0.1% +$851 0.33% 61
2025
Q1
$647K Sell
4,078
-708
-15% -$112K 0.37% 55
2024
Q4
$576K Buy
4,786
+4
+0.1% +$481 0.34% 60
2024
Q3
$570K Hold
4,782
0.36% 49
2024
Q2
$507K Buy
4,782
+174
+4% +$18.4K 0.34% 54
2024
Q1
$422K Buy
4,608
+142
+3% +$13K 0.31% 67
2023
Q4
$427K Buy
4,466
+255
+6% +$24.4K 0.36% 61
2023
Q3
$396K Buy
4,211
+4
+0.1% +$376 0.38% 57
2023
Q2
$411K Buy
4,207
+170
+4% +$16.6K 0.41% 57
2023
Q1
$402K Buy
4,037
+8
+0.2% +$796 0.44% 59
2022
Q4
$412K Buy
4,029
+4
+0.1% +$409 0.52% 51
2022
Q3
$342K Buy
4,025
+624
+18% +$53K 0.48% 56
2022
Q2
$330K Hold
3,401
0.43% 65
2022
Q1
$329K Hold
3,401
0.42% 59
2021
Q4
$326K Hold
3,401
0.43% 54
2021
Q3
$327K Hold
3,401
0.5% 47
2021
Q2
$337K Hold
3,401
0.53% 47
2021
Q1
$299K Hold
3,401
0.53% 48
2020
Q4
$282K Buy
+3,401
New +$282K 0.55% 50