Pacific Sun Financial’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 | $492K | Hold |
2,700
| – | – | 0.26% | 116 |
|
|
2025
Q1 | $429K | Hold |
2,700
| – | – | 0.24% | 123 |
|
|
2024
Q4 | $325K | Hold |
2,700
| – | – | 0.18% | 141 |
|
|
2024
Q3 | $328K | Hold |
2,700
| – | – | 0.18% | 140 |
|
|
2024
Q2 | $274K | Hold |
2,700
| – | – | 0.16% | 148 |
|
|
2024
Q1 | $247K | Sell |
2,700
-178
| -6% | -$16.3K | 0.14% | 158 |
|
|
2023
Q4 | $271K | Hold |
2,878
| – | – | 0.17% | 142 |
|
|
2023
Q3 | $266K | Sell |
2,878
-30
| -1% | -$2.78K | 0.18% | 137 |
|
|
2023
Q2 | $283K | Buy |
+2,908
| New | +$283K | 0.19% | 139 |
|
|
2022
Q4 | $294K | Sell |
2,908
-58
| -2% | -$5.87K | 0.21% | 131 |
|
|
2022
Q3 | $246K | Hold |
2,966
| – | – | 0.17% | 151 |
|
|
2022
Q2 | $293K | Buy |
2,966
+66
| +2% | +$6.52K | 0.19% | 134 |
|
|
2022
Q1 | $272K | Hold |
2,900
| – | – | 0.15% | 154 |
|
|
2021
Q4 | $276K | Hold |
2,900
| – | – | 0.15% | 158 |
|
|
2021
Q3 | $275K | Buy |
+2,900
| New | +$275K | 0.16% | 148 |
|
|
2018
Q1 | – | Sell |
-3,483
| Closed | -$368K | – | 176 |
|
|
2017
Q4 | $368K | Buy |
+3,483
| New | +$368K | 0.2% | 93 |
|