Omnia Family Wealth’s Philip Morris PM Stock Holding History

Omnia Family Wealth’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$787K	Buy	4,290 +279	+7%	+$51.2K	0.29%	33
2025 Q1	$642K	Buy	4,011 +160	+4%	+$25.6K	0.27%	36
2024 Q4	$469K	Buy	3,851 +65	+2%	+$7.91K	0.19%	41
2024 Q3	$465K	Buy	3,786 +265	+8%	+$32.5K	0.2%	46
2024 Q2	$361K	Buy	3,521 +68	+2%	+$6.98K	0.15%	52
2024 Q1	$321K	Buy	3,453 +172	+5%	+$16K	0.15%	53
2023 Q4	$313K	Sell	3,281 -184	-5%	-$17.5K	0.16%	51
2023 Q3	$325K	Buy	3,465 +1	+0%	+$94	0.2%	50
2023 Q2	$343K	Sell	3,464 -1,064	-23%	-$105K	0.23%	50
2023 Q1	$446K	Buy	4,528 +101	+2%	+$9.95K	0.34%	37
2022 Q4	$454K	Buy	4,427 +78	+2%	+$7.99K	0.37%	35
2022 Q3	$367K	Buy	4,349 +1	+0%	+$84	0.3%	40
2022 Q2	$435K	Buy	4,348 +1	+0%	+$100	0.32%	38
2022 Q1	$414K	Buy	4,347 +1	+0%	+$95	0.28%	46
2021 Q4	$418K	Hold	4,346	–	–	0.25%	51
2021 Q3	$417K	Buy	4,346 +62	+1%	+$5.95K	0.29%	45
2021 Q2	$430K	Buy	4,284 +48	+1%	+$4.82K	0.28%	42
2021 Q1	$381K	Sell	4,236 -457	-10%	-$41.1K	0.28%	47
2020 Q4	$394K	Sell	4,693 -149	-3%	-$12.5K	0.36%	45
2020 Q3	$369K	Buy	4,842 +1	+0%	+$76	0.35%	46
2020 Q2	$346K	Sell	4,841 -4,463	-48%	-$319K	0.34%	48
2020 Q1	$690K	Buy	9,304 +151	+2%	+$11.2K	0.72%	27
2019 Q4	$790K	Hold	9,153	–	–	0.36%	37
2019 Q3	$706K	Buy	9,153 +74	+0.8%	+$5.71K	0.52%	32
2019 Q2	$723K	Sell	9,079 -58	-0.6%	-$4.62K	0.36%	33
2019 Q1	$818K	Buy	9,137 +60	+0.7%	+$5.37K	0.4%	30
2018 Q4	$616K	Sell	9,077 -63	-0.7%	-$4.28K	0.33%	39
2018 Q3	$756K	Sell	9,140 -1,794	-16%	-$148K	0.35%	32
2018 Q2	$897K	Buy	10,934 +4,159	+61%	+$341K	0.42%	25
2018 Q1	$681K	Buy	6,775 +1,035	+18%	+$104K	0.31%	33
2017 Q4	$613K	Buy	5,740 +5	+0.1%	+$534	0.28%	35
2017 Q3	$643K	Sell	5,735 -187	-3%	-$21K	0.31%	32
2017 Q2	$702K	Buy	5,922 +6	+0.1%	+$711	0.34%	31
2017 Q1	$674K	Buy	5,916 +69	+1%	+$7.86K	0.33%	32
2016 Q4	$541K	Buy	+5,847	New	+$541K	0.27%	38