Paragon Financial Partners’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 | $1.69M | Buy |
9,271
+1
| +0% | +$182 | 1.15% | 19 |
|
|
2025
Q1 | $1.47M | Buy |
9,270
+2
| +0% | +$317 | 1.15% | 17 |
|
|
2024
Q4 | $1.12M | Sell |
9,268
-8,334
| -47% | -$1M | 0.84% | 22 |
|
|
2024
Q3 | $2.14M | Sell |
17,602
-1
| -0% | -$121 | 1.57% | 12 |
|
|
2024
Q2 | $1.78M | Hold |
17,603
| – | – | 1.39% | 14 |
|
|
2024
Q1 | $1.61M | Buy |
17,603
+8,444
| +92% | +$774K | 1.33% | 14 |
|
|
2023
Q4 | $862K | Hold |
9,159
| – | – | 0.83% | 21 |
|
|
2023
Q3 | $848K | Sell |
9,159
-355
| -4% | -$32.9K | 0.88% | 20 |
|
|
2023
Q2 | $929K | Hold |
9,514
| – | – | 0.88% | 20 |
|
|
2023
Q1 | $925K | Hold |
9,514
| – | – | 0.97% | 19 |
|
|
2022
Q4 | $963K | Hold |
9,514
| – | – | 1.07% | 18 |
|
|
2022
Q3 | $790K | Hold |
9,514
| – | – | 0.89% | 21 |
|
|
2022
Q2 | $939K | Sell |
9,514
-230
| -2% | -$22.7K | 0.96% | 21 |
|
|
2022
Q1 | $915K | Hold |
9,744
| – | – | 0.8% | 21 |
|
|
2021
Q4 | $926K | Buy |
+9,744
| New | +$926K | 0.76% | 23 |
|