Parkside Advisors’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 | $1.08M | Hold |
5,905
| – | – | 0.24% | 40 |
|
|
2025
Q1 | $945K | Hold |
5,905
| – | – | 0.23% | 41 |
|
|
2024
Q4 | $719K | Sell |
5,905
-615
| -9% | -$74.8K | 0.17% | 44 |
|
|
2024
Q3 | $800K | Hold |
6,520
| – | – | 0.19% | 42 |
|
|
2024
Q2 | $669K | Hold |
6,520
| – | – | 0.17% | 43 |
|
|
2024
Q1 | $606K | Sell |
6,520
-77
| -1% | -$7.16K | 0.16% | 47 |
|
|
2023
Q4 | $629K | Hold |
6,597
| – | – | 0.17% | 42 |
|
|
2023
Q3 | $619K | Hold |
6,597
| – | – | 0.19% | 38 |
|
|
2023
Q2 | $652K | Hold |
6,597
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $642K | Sell |
6,597
-605
| -8% | -$58.8K | 0.21% | 36 |
|
|
2022
Q4 | $738K | Buy |
+7,202
| New | +$738K | 0.26% | 39 |
|