Modern 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 | $3.41M | Buy |
18,747
+1,091
| +6% | +$199K | 0.09% | 205 |
|
|
2025
Q1 | $2.8M | Buy |
17,656
+757
| +4% | +$120K | 0.09% | 183 |
|
|
2024
Q4 | $2.03M | Buy |
16,899
+2,259
| +15% | +$272K | 0.08% | 179 |
|
|
2024
Q3 | $1.78M | Buy |
14,640
+1,667
| +13% | +$202K | 0.11% | 121 |
|
|
2024
Q2 | $1.31M | Buy |
12,973
+2,396
| +23% | +$243K | 0.1% | 124 |
|
|
2024
Q1 | $969K | Buy |
+10,577
| New | +$969K | 0.09% | 117 |
|