MBL 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
Q2 | $378K | Buy |
2,075
+365
| +21% | +$66.5K | 0.04% | 169 |
|
|
2025
Q1 | $271K | Buy |
+1,710
| New | +$271K | 0.03% | 184 |
|
|
2022
Q2 | – | Sell |
-2,275
| Closed | -$214K | – | 163 |
|
|
2022
Q1 | $214K | Buy |
+2,275
| New | +$214K | 0.05% | 157 |
|
|
2021
Q1 | $220K | Buy |
+2,472
| New | +$220K | 0.08% | 141 |
|