Morris Financial Concepts’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 | $280K | Hold |
1,536
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $244K | Buy |
+1,536
| New | +$244K | 0.1% | 115 |
|
|
2024
Q1 | – | Sell |
-2,673
| Closed | -$252K | – | 171 |
|
|
2023
Q4 | $252K | Buy |
2,673
+116
| +5% | +$10.9K | 0.14% | 85 |
|
|
2023
Q3 | $237K | Sell |
2,557
-1,623
| -39% | -$150K | 0.16% | 76 |
|
|
2023
Q2 | $408K | Hold |
4,180
| – | – | 0.26% | 54 |
|
|
2023
Q1 | $407K | Hold |
4,180
| – | – | 0.29% | 52 |
|
|
2022
Q4 | $423K | Hold |
4,180
| – | – | 0.34% | 50 |
|
|
2022
Q3 | $347K | Sell |
4,180
-43
| -1% | -$3.57K | 0.36% | 44 |
|
|
2022
Q2 | $417K | Hold |
4,223
| – | – | 0.4% | 41 |
|
|
2022
Q1 | $397K | Hold |
4,223
| – | – | 0.33% | 45 |
|
|
2021
Q4 | $401K | Buy |
+4,223
| New | +$401K | 0.33% | 43 |
|