Operose Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$4.09K | – | 437 |
|
|
2024
Q4 | $4.09K | Sell |
34
-506
| -94% | -$60.9K | ﹤0.01% | 367 |
|
|
2024
Q3 | $65.6K | Hold |
540
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $54.7K | Hold |
540
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $49.5K | Hold |
540
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $50.8K | Sell |
540
-1,194
| -69% | -$112K | 0.02% | 220 |
|
|
2023
Q3 | $161K | Buy |
1,734
+1,410
| +435% | +$131K | 0.06% | 155 |
|
|
2023
Q2 | $31.6K | Hold |
324
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $31.5K | Hold |
324
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $32.8K | Hold |
324
| – | – | 0.02% | 184 |
|
|
2022
Q3 | $27K | Buy |
+324
| New | +$27K | 0.02% | 197 |
|