Opes Wealth Management’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 | $468K | Sell |
2,567
-400
| -13% | -$72.9K | 0.08% | 97 |
|
|
2025
Q1 | $471K | Sell |
2,967
-30
| -1% | -$4.76K | 0.1% | 90 |
|
|
2024
Q4 | $361K | Sell |
2,997
-18
| -0.6% | -$2.17K | 0.07% | 103 |
|
|
2024
Q3 | $366K | Hold |
3,015
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $306K | Sell |
3,015
-13
| -0.4% | -$1.32K | 0.06% | 105 |
|
|
2024
Q1 | $277K | Sell |
3,028
-105
| -3% | -$9.62K | 0.06% | 113 |
|
|
2023
Q4 | $295K | Sell |
3,133
-36
| -1% | -$3.39K | 0.07% | 105 |
|
|
2023
Q3 | $293K | Buy |
3,169
+24
| +0.8% | +$2.22K | 0.08% | 100 |
|
|
2023
Q2 | $307K | Buy |
+3,145
| New | +$307K | 0.09% | 102 |
|
|
2022
Q1 | – | Sell |
-2,434
| Closed | -$231K | – | 112 |
|
|
2021
Q4 | $231K | Buy |
+2,434
| New | +$231K | 0.07% | 100 |
|