Optimist Retirement Group’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 | $2.49M | Sell |
13,692
-1,578
| -10% | -$287K | 1.2% | 19 |
|
|
2025
Q1 | $2.42M | Sell |
15,270
-1,447
| -9% | -$230K | 1.21% | 19 |
|
|
2024
Q4 | $2.01M | Sell |
16,717
-607
| -4% | -$73.1K | 0.95% | 31 |
|
|
2024
Q3 | $2.1M | Sell |
17,324
-785
| -4% | -$95.3K | 0.95% | 36 |
|
|
2024
Q2 | $1.84M | Buy |
18,109
+1,892
| +12% | +$192K | 0.96% | 34 |
|
|
2024
Q1 | $1.49M | Buy |
16,217
+4,711
| +41% | +$432K | 0.76% | 41 |
|
|
2023
Q4 | $1.08M | Buy |
+11,506
| New | +$1.08M | 0.7% | 33 |
|