Meridian Wealth 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 | $375K | Buy |
2,060
+62
| +3% | +$11.3K | 0.05% | 81 |
|
|
2025
Q1 | $317K | Buy |
1,998
+217
| +12% | +$34.5K | 0.05% | 81 |
|
|
2024
Q4 | $214K | Buy |
1,781
+70
| +4% | +$8.43K | 0.03% | 101 |
|
|
2024
Q3 | $208K | Buy |
+1,711
| New | +$208K | 0.03% | 104 |
|
|
2021
Q2 | – | Sell |
-713
| Closed | -$64K | – | 942 |
|
|
2021
Q1 | $64K | Buy |
713
+46
| +7% | +$4.13K | 0.02% | 138 |
|
|
2020
Q4 | $56K | Buy |
667
+313
| +88% | +$26.3K | 0.02% | 132 |
|
|
2020
Q3 | $27K | Sell |
354
-19
| -5% | -$1.45K | 0.01% | 175 |
|
|
2020
Q2 | $26K | Sell |
373
-25
| -6% | -$1.74K | 0.01% | 173 |
|
|
2020
Q1 | $29K | Buy |
398
+14
| +4% | +$1.02K | 0.02% | 151 |
|
|
2019
Q4 | $33K | Buy |
+384
| New | +$33K | 0.02% | 151 |
|