Partnership 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 | $258K | Buy |
1,415
+3
| +0.2% | +$546 | 0.21% | 64 |
|
|
2025
Q1 | $224K | Buy |
+1,412
| New | +$224K | 0.19% | 68 |
|
|
2024
Q4 | – | Sell |
-1,405
| Closed | -$171K | – | 150 |
|
|
2024
Q3 | $171K | Buy |
1,405
+4
| +0.3% | +$486 | 0.12% | 76 |
|
|
2024
Q2 | $142K | Buy |
1,401
+4
| +0.3% | +$405 | 0.1% | 108 |
|
|
2024
Q1 | $128K | Hold |
1,397
| – | – | 0.09% | 115 |
|
|
2023
Q4 | $127K | Buy |
+1,397
| New | +$127K | 0.1% | 112 |
|