MBE Wealth Management’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 | $252K | Hold |
1,382
| – | – | 0.11% | 114 |
|
|
2025
Q1 | $219K | Buy |
+1,382
| New | +$219K | 0.11% | 111 |
|
|
2024
Q3 | – | Sell |
-2,246
| Closed | -$228K | – | 101 |
|
|
2024
Q2 | $228K | Buy |
+2,246
| New | +$228K | 0.14% | 79 |
|
|
2020
Q2 | – | Sell |
-762
| Closed | -$55K | – | 389 |
|
|
2020
Q1 | $55K | Buy |
+762
| New | +$55K | 0.05% | 115 |
|