Money Concepts Capital’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 | $311K | Buy |
1,709
+3
| +0.2% | +$546 | 0.02% | 369 |
|
|
2025
Q1 | $271K | Buy |
+1,706
| New | +$271K | 0.02% | 368 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$243K | – | 418 |
|
|
2024
Q3 | $243K | Buy |
+2,000
| New | +$243K | 0.02% | 370 |
|
|
2023
Q1 | – | Sell |
-5,794
| Closed | -$586K | – | 2234 |
|
|
2022
Q4 | $586K | Buy |
5,794
+4,429
| +324% | +$448K | 0.03% | 392 |
|
|
2022
Q3 | $113K | Buy |
1,365
+76
| +6% | +$6.29K | 0.01% | 552 |
|
|
2022
Q2 | $128K | Sell |
1,289
-3,106
| -71% | -$308K | 0.01% | 517 |
|
|
2022
Q1 | $413K | Buy |
+4,395
| New | +$413K | 0.02% | 493 |
|