Partners in Financial Planning’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 | $458K | Hold |
2,515
| – | – | 0.08% | 71 |
|
|
2025
Q1 | $399K | Hold |
2,515
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $303K | Hold |
2,515
| – | – | 0.06% | 85 |
|
|
2024
Q3 | $305K | Hold |
2,515
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $255K | Hold |
2,515
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $230K | Hold |
2,515
| – | – | 0.05% | 96 |
|
|
2023
Q4 | $237K | Hold |
2,515
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $233K | Hold |
2,515
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $246K | Sell |
2,515
-375
| -13% | -$36.6K | 0.06% | 86 |
|
|
2023
Q1 | $281K | Hold |
2,890
| – | – | 0.07% | 77 |
|
|
2022
Q4 | $293K | Sell |
2,890
-38
| -1% | -$3.85K | 0.08% | 76 |
|
|
2022
Q3 | $282K | Hold |
2,928
| – | – | 0.08% | 76 |
|
|
2022
Q2 | $284K | Hold |
2,928
| – | – | 0.09% | 81 |
|
|
2022
Q1 | $301K | Buy |
2,928
+38
| +1% | +$3.9K | 0.09% | 71 |
|
|
2021
Q4 | $312K | Hold |
2,890
| – | – | 0.1% | 71 |
|
|
2021
Q3 | $274K | Hold |
2,890
| – | – | 0.09% | 75 |
|
|
2021
Q2 | $286K | Buy |
+2,890
| New | +$286K | 0.09% | 72 |
|