Meridian Financial Partners’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 | $259K | Sell |
1,420
-209
| -13% | -$38.1K | 0.12% | 93 |
|
|
2025
Q1 | $259K | Sell |
1,629
-153
| -9% | -$24.3K | 0.13% | 92 |
|
|
2024
Q4 | $214K | Hold |
1,782
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $216K | Buy |
+1,782
| New | +$216K | 0.11% | 96 |
|
|
2022
Q1 | – | Sell |
-1,990
| Closed | -$202K | – | 74 |
|
|
2021
Q4 | $202K | Buy |
+1,990
| New | +$202K | 0.14% | 82 |
|