Novak & Powell Financial Services’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 | $692K | Sell |
3,799
-249
| -6% | -$45.3K | 0.48% | 46 |
|
|
2025
Q1 | $643K | Sell |
4,048
-9
| -0.2% | -$1.43K | 0.4% | 58 |
|
|
2024
Q4 | $488K | Buy |
4,057
+170
| +4% | +$20.5K | 0.29% | 79 |
|
|
2024
Q3 | $472K | Sell |
3,887
-285
| -7% | -$34.6K | 0.27% | 86 |
|
|
2024
Q2 | $423K | Buy |
4,172
+5
| +0.1% | +$507 | 0.26% | 84 |
|
|
2024
Q1 | $382K | Buy |
4,167
+268
| +7% | +$24.6K | 0.29% | 80 |
|
|
2023
Q4 | $367K | Buy |
+3,899
| New | +$367K | 0.24% | 90 |
|