Morton Brown Family Wealth’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 | $12.1K | Hold |
67
| – | – | ﹤0.01% | 178 |
|
|
2025
Q1 | $10.6K | Buy |
+67
| New | +$10.6K | ﹤0.01% | 188 |
|
|
2024
Q4 | – | Sell |
-5
| Closed | -$607 | – | 293 |
|
|
2024
Q3 | $607 | Hold |
5
| – | – | ﹤0.01% | 247 |
|
|
2024
Q2 | $537 | Hold |
5
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $458 | Sell |
5
-66
| -93% | -$6.05K | ﹤0.01% | 205 |
|
|
2023
Q4 | $6.67K | Buy |
+71
| New | +$6.67K | ﹤0.01% | 200 |
|
|
2022
Q4 | – | Sell |
-89
| Closed | -$7K | – | 216 |
|
|
2022
Q3 | $7K | Buy |
89
+3
| +3% | +$236 | 0.01% | 128 |
|
|
2022
Q2 | $8K | Buy |
+86
| New | +$8K | 0.01% | 117 |
|