Oak Harbor Wealth Partners’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 | $438K | Buy |
2,406
+299
| +14% | +$54.5K | 0.12% | 139 |
|
|
2025
Q1 | $334K | Hold |
2,107
| – | – | 0.1% | 156 |
|
|
2024
Q4 | $254K | Sell |
2,107
-1,246
| -37% | -$150K | 0.07% | 155 |
|
|
2024
Q3 | $407K | Buy |
3,353
+16
| +0.5% | +$1.94K | 0.12% | 128 |
|
|
2024
Q2 | $338K | Buy |
3,337
+18
| +0.5% | +$1.82K | 0.11% | 127 |
|
|
2024
Q1 | $304K | Buy |
3,319
+16
| +0.5% | +$1.47K | 0.09% | 134 |
|
|
2023
Q4 | $311K | Sell |
3,303
-321
| -9% | -$30.2K | 0.1% | 131 |
|
|
2023
Q3 | $336K | Sell |
3,624
-185
| -5% | -$17.1K | 0.12% | 127 |
|
|
2023
Q2 | $372K | Buy |
3,809
+11
| +0.3% | +$1.07K | 0.13% | 126 |
|
|
2023
Q1 | $369K | Sell |
3,798
-585
| -13% | -$56.9K | 0.13% | 126 |
|
|
2022
Q4 | $444K | Buy |
4,383
+16
| +0.4% | +$1.62K | 0.17% | 109 |
|
|
2022
Q3 | $362K | Buy |
4,367
+12
| +0.3% | +$995 | 0.14% | 113 |
|
|
2022
Q2 | $430K | Sell |
4,355
-179
| -4% | -$17.7K | 0.17% | 103 |
|
|
2022
Q1 | $426K | Buy |
4,534
+14
| +0.3% | +$1.32K | 0.14% | 104 |
|
|
2021
Q4 | $429K | Buy |
+4,520
| New | +$429K | 0.15% | 104 |
|