NewEdge 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 | $8.53M | Sell |
50,703
-10,726
| -17% | -$1.8M | 0.13% | 131 |
|
|
2025
Q1 | $9.75M | Buy |
61,429
+1,720
| +3% | +$273K | 0.18% | 113 |
|
|
2024
Q4 | $7.19M | Buy |
59,709
+559
| +0.9% | +$67.3K | 0.12% | 141 |
|
|
2024
Q3 | $7.18M | Buy |
59,150
+6,127
| +12% | +$744K | 0.13% | 145 |
|
|
2024
Q2 | $5.37M | Sell |
53,023
-649
| -1% | -$65.8K | 0.12% | 155 |
|
|
2024
Q1 | $5.22M | Buy |
53,672
+2,807
| +6% | +$273K | 0.12% | 157 |
|
|
2023
Q4 | $4.79M | Buy |
50,865
+20,918
| +70% | +$1.97M | 0.12% | 145 |
|
|
2023
Q3 | $2.77M | Sell |
29,947
-93
| -0.3% | -$8.61K | 0.09% | 200 |
|
|
2023
Q2 | $2.93M | Sell |
30,040
-1,174
| -4% | -$115K | 0.1% | 193 |
|
|
2023
Q1 | $3.04M | Buy |
31,214
+2,485
| +9% | +$242K | 0.12% | 167 |
|
|
2022
Q4 | $2.91M | Buy |
28,729
+445
| +2% | +$45K | 0.13% | 156 |
|
|
2022
Q3 | $2.35M | Sell |
28,284
-4,472
| -14% | -$371K | 0.11% | 166 |
|
|
2022
Q2 | $3.23M | Buy |
32,756
+29,205
| +822% | +$2.88M | 0.15% | 137 |
|
|
2022
Q1 | $334K | Buy |
+3,551
| New | +$334K | 0.01% | 352 |
|