Parisi Gray 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 | $304K | Sell |
1,671
-9
| -0.5% | -$1.64K | 0.09% | 96 |
|
|
2025
Q1 | $267K | Buy |
+1,680
| New | +$267K | 0.09% | 96 |
|
|
2024
Q4 | – | Sell |
-1,656
| Closed | -$201K | – | 113 |
|
|
2024
Q3 | $201K | Buy |
+1,656
| New | +$201K | 0.07% | 106 |
|
|
2024
Q1 | – | Sell |
-2,126
| Closed | -$200K | – | 108 |
|
|
2023
Q4 | $200K | Buy |
+2,126
| New | +$200K | 0.08% | 98 |
|
|
2022
Q2 | – | Sell |
-2,320
| Closed | -$218K | – | 113 |
|
|
2022
Q1 | $218K | Buy |
2,320
+3
| +0.1% | +$282 | 0.09% | 110 |
|
|
2021
Q4 | $220K | Buy |
2,317
+4
| +0.2% | +$380 | 0.08% | 115 |
|
|
2021
Q3 | $222K | Buy |
2,313
+3
| +0.1% | +$288 | 0.09% | 117 |
|
|
2021
Q2 | $229K | Buy |
2,310
+4
| +0.2% | +$397 | 0.08% | 116 |
|
|
2021
Q1 | $205K | Buy |
+2,306
| New | +$205K | 0.09% | 119 |
|
|
2020
Q4 | – | Sell |
-2,887
| Closed | -$216K | – | 124 |
|
|
2020
Q3 | $216K | Hold |
2,887
| – | – | 0.11% | 104 |
|
|
2020
Q2 | $202K | Sell |
2,887
-97
| -3% | -$6.79K | 0.12% | 103 |
|
|
2020
Q1 | $218K | Sell |
2,984
-40
| -1% | -$2.92K | 0.15% | 94 |
|
|
2019
Q4 | $257K | Sell |
3,024
-495
| -14% | -$42.1K | 0.15% | 91 |
|
|
2019
Q3 | $267K | Buy |
3,519
+137
| +4% | +$10.4K | 0.18% | 85 |
|
|
2019
Q2 | $266K | Sell |
3,382
-300
| -8% | -$23.6K | 0.18% | 85 |
|
|
2019
Q1 | $325K | Sell |
3,682
-23
| -0.6% | -$2.03K | 0.21% | 77 |
|
|
2018
Q4 | $249K | Buy |
3,705
+45
| +1% | +$3.02K | 0.17% | 86 |
|
|
2018
Q3 | $298K | Sell |
3,660
-645
| -15% | -$52.5K | 0.18% | 90 |
|
|
2018
Q2 | $354K | Buy |
4,305
+491
| +13% | +$40.4K | 0.24% | 85 |
|
|
2018
Q1 | $381K | Buy |
3,814
+11
| +0.3% | +$1.1K | 0.29% | 77 |
|
|
2017
Q4 | $397K | Buy |
+3,803
| New | +$397K | 0.3% | 76 |
|