Parcion Private Wealth’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 | $781K | Buy |
4,288
+300
| +8% | +$54.6K | 0.06% | 138 |
|
|
2025
Q1 | $633K | Buy |
3,988
+1,158
| +41% | +$184K | 0.05% | 150 |
|
|
2024
Q4 | $341K | Hold |
2,830
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $344K | Buy |
2,830
+296
| +12% | +$35.9K | 0.03% | 185 |
|
|
2024
Q2 | $257K | Buy |
+2,534
| New | +$257K | 0.02% | 176 |
|
|
2023
Q1 | – | Sell |
-2,069
| Closed | -$209K | – | 194 |
|
|
2022
Q4 | $209K | Buy |
+2,069
| New | +$209K | 0.02% | 186 |
|
|
2022
Q1 | – | Sell |
-2,067
| Closed | -$212K | – | 201 |
|
|
2021
Q4 | $212K | Sell |
2,067
-105
| -5% | -$10.8K | 0.02% | 186 |
|
|
2021
Q3 | $213K | Buy |
2,172
+119
| +6% | +$11.7K | 0.02% | 193 |
|
|
2021
Q2 | $203K | Buy |
+2,053
| New | +$203K | 0.02% | 193 |
|