PDS 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 | $1.05M | Buy |
5,765
+782
| +16% | +$142K | 0.08% | 119 |
|
|
2025
Q1 | $791K | Buy |
4,983
+1,020
| +26% | +$162K | 0.07% | 138 |
|
|
2024
Q4 | $477K | Sell |
3,963
-141
| -3% | -$17K | 0.04% | 199 |
|
|
2024
Q3 | $498K | Buy |
4,104
+525
| +15% | +$63.7K | 0.04% | 195 |
|
|
2024
Q2 | $363K | Sell |
3,579
-652
| -15% | -$66.1K | 0.04% | 222 |
|
|
2024
Q1 | $388K | Buy |
4,231
+144
| +4% | +$13.2K | 0.04% | 206 |
|
|
2023
Q4 | $384K | Buy |
4,087
+463
| +13% | +$43.6K | 0.04% | 186 |
|
|
2023
Q3 | $336K | Buy |
3,624
+257
| +8% | +$23.8K | 0.04% | 197 |
|
|
2023
Q2 | $329K | Sell |
3,367
-598
| -15% | -$58.4K | 0.04% | 199 |
|
|
2023
Q1 | $386K | Buy |
3,965
+1,405
| +55% | +$137K | 0.05% | 148 |
|
|
2022
Q4 | $259K | Sell |
2,560
-115
| -4% | -$11.6K | 0.04% | 163 |
|
|
2022
Q3 | $222K | Buy |
2,675
+105
| +4% | +$8.71K | 0.04% | 166 |
|
|
2022
Q2 | $254K | Buy |
2,570
+815
| +46% | +$80.5K | 0.05% | 161 |
|
|
2022
Q1 | $165K | Buy |
1,755
+2
| +0.1% | +$188 | 0.03% | 219 |
|
|
2021
Q4 | $167K | Sell |
1,753
-281
| -14% | -$26.8K | 0.03% | 204 |
|
|
2021
Q3 | $193K | Buy |
+2,034
| New | +$193K | 0.04% | 191 |
|