McClarren Financial Advisors’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 | – | Sell |
-433
| Closed | -$50K | – | 237 |
|
|
2025
Q1 | $50K | Buy |
433
+158
| +57% | +$18.2K | 0.03% | 132 |
|
|
2024
Q4 | $33K | Buy |
+275
| New | +$33K | 0.09% | 103 |
|
|
2024
Q3 | – | Sell |
-101
| Closed | -$27K | – | 325 |
|
|
2024
Q2 | $27K | Sell |
101
-356
| -78% | -$95.2K | 0.02% | 189 |
|
|
2024
Q1 | $42K | Buy |
457
+3
| +0.7% | +$276 | 0.03% | 156 |
|
|
2023
Q4 | $43K | Buy |
454
+278
| +158% | +$26.3K | 0.03% | 166 |
|
|
2023
Q3 | $16K | Buy |
176
+3
| +2% | +$273 | 0.01% | 236 |
|
|
2023
Q2 | $16K | Sell |
173
-3
| -2% | -$277 | 0.01% | 236 |
|
|
2023
Q1 | $17K | Buy |
176
+2
| +1% | +$193 | 0.02% | 221 |
|
|
2022
Q4 | $17K | Sell |
174
-1
| -0.6% | -$98 | 0.02% | 221 |
|
|
2022
Q3 | $14K | Buy |
+175
| New | +$14K | 0.01% | 223 |
|
|
2022
Q2 | – | Sell |
-177
| Closed | -$16K | – | 202 |
|
|
2022
Q1 | $16K | Buy |
177
+2
| +1% | +$181 | 0.01% | 189 |
|
|
2021
Q4 | $17K | Buy |
+175
| New | +$17K | 0.01% | 205 |
|
|
2021
Q3 | – | Sell |
-1,333
| Closed | -$132K | – | 325 |
|
|
2021
Q2 | $132K | Sell |
1,333
-1
| -0.1% | -$99 | 0.11% | 69 |
|
|
2021
Q1 | $118K | Buy |
1,334
+1
| +0.1% | +$88 | 0.11% | 73 |
|
|
2020
Q4 | $110K | Buy |
+1,333
| New | +$110K | 0.11% | 73 |
|