Montz Harcus 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 | $342K | Buy |
1,879
+23
| +1% | +$4.19K | 0.17% | 53 |
|
|
2025
Q1 | $295K | Buy |
1,856
+46
| +3% | +$7.3K | 0.16% | 57 |
|
|
2024
Q4 | $218K | Sell |
1,810
-43
| -2% | -$5.18K | 0.12% | 70 |
|
|
2024
Q3 | $225K | Sell |
1,853
-257
| -12% | -$31.2K | 0.13% | 67 |
|
|
2024
Q2 | $214K | Sell |
2,110
-531
| -20% | -$53.8K | 0.14% | 62 |
|
|
2024
Q1 | $242K | Buy |
+2,641
| New | +$242K | 0.16% | 54 |
|