Moisand Fitzgerald Tamayo’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	$21.5K	Hold	118	–	–	﹤0.01%	271
2025 Q1	$18.7K	Hold	118	–	–	﹤0.01%	277
2024 Q4	$14.2K	Hold	118	–	–	﹤0.01%	301
2024 Q3	$14.3K	Hold	118	–	–	﹤0.01%	311
2024 Q2	$12K	Hold	118	–	–	﹤0.01%	298
2024 Q1	$10.8K	Hold	118	–	–	﹤0.01%	304
2023 Q4	$11.1K	Sell	118 -54	-31%	-$5.08K	﹤0.01%	323
2023 Q3	$15.9K	Hold	172	–	–	﹤0.01%	281
2023 Q2	$16.8K	Hold	172	–	–	﹤0.01%	268
2023 Q1	$16.7K	Hold	172	–	–	﹤0.01%	275
2022 Q4	$17.4K	Sell	172 -369	-68%	-$37.3K	﹤0.01%	265
2022 Q3	$45K	Buy	541 +54	+11%	+$4.49K	0.01%	168
2022 Q2	$48K	Hold	487	–	–	0.01%	160
2022 Q1	$46K	Hold	487	–	–	0.02%	105
2021 Q4	$46K	Hold	487	–	–	0.01%	156
2021 Q3	$46K	Sell	487 -12	-2%	-$1.13K	0.02%	157
2021 Q2	$49K	Sell	499 -29	-5%	-$2.85K	0.02%	158
2021 Q1	$47K	Sell	528 -1,955	-79%	-$174K	0.02%	130
2020 Q4	$206K	Hold	2,483	–	–	0.09%	75
2020 Q3	$186K	Hold	2,483	–	–	0.1%	74
2020 Q2	$174K	Hold	2,483	–	–	0.1%	74
2020 Q1	$181K	Buy	2,483 +2,342	+1,661%	+$171K	0.12%	69
2019 Q4	$12K	Hold	141	–	–	0.01%	189
2019 Q3	$11K	Hold	141	–	–	0.01%	192
2019 Q2	$11K	Hold	141	–	–	0.01%	188
2019 Q1	$12K	Hold	141	–	–	0.01%	187
2018 Q4	$9K	Hold	141	–	–	0.01%	194
2018 Q3	$11K	Hold	141	–	–	0.01%	205
2018 Q2	$11K	Hold	141	–	–	0.01%	194
2018 Q1	$14K	Sell	141 -75	-35%	-$7.45K	0.01%	192
2017 Q4	$23K	Hold	216	–	–	0.01%	142
2017 Q3	$24K	Buy	+216	New	+$24K	0.01%	152
2016 Q2	–	Sell	-288	Closed	-$28K	–	160
2016 Q1	$28K	Hold	288	–	–	0.02%	116
2015 Q4	$25K	Buy	+288	New	+$25K	0.02%	117