Personal CFO Solutions’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 | $2.53M | Buy |
13,885
+7,631
| +122% | +$1.39M | 0.47% | 36 |
|
|
2025
Q1 | $993K | Sell |
6,254
-383
| -6% | -$60.8K | 0.2% | 100 |
|
|
2024
Q4 | $799K | Buy |
6,637
+136
| +2% | +$16.4K | 0.16% | 127 |
|
|
2024
Q3 | $789K | Buy |
6,501
+135
| +2% | +$16.4K | 0.11% | 188 |
|
|
2024
Q2 | $645K | Sell |
6,366
-143
| -2% | -$14.5K | 0.1% | 198 |
|
|
2024
Q1 | $596K | Buy |
6,509
+491
| +8% | +$45K | 0.09% | 211 |
|
|
2023
Q4 | $566K | Sell |
6,018
-508
| -8% | -$47.8K | 0.1% | 206 |
|
|
2023
Q3 | $604K | Buy |
6,526
+158
| +2% | +$14.6K | 0.12% | 161 |
|
|
2023
Q2 | $622K | Buy |
6,368
+348
| +6% | +$34K | 0.13% | 160 |
|
|
2023
Q1 | $585K | Buy |
6,020
+511
| +9% | +$49.7K | 0.12% | 162 |
|
|
2022
Q4 | $558K | Buy |
5,509
+1,181
| +27% | +$120K | 0.12% | 171 |
|
|
2022
Q3 | $359K | Buy |
4,328
+166
| +4% | +$13.8K | 0.09% | 216 |
|
|
2022
Q2 | $411K | Buy |
4,162
+153
| +4% | +$15.1K | 0.1% | 195 |
|
|
2022
Q1 | $377K | Buy |
4,009
+529
| +15% | +$49.7K | 0.07% | 257 |
|
|
2021
Q4 | $331K | Sell |
3,480
-1,029
| -23% | -$97.9K | 0.06% | 295 |
|
|
2021
Q3 | $427K | Buy |
4,509
+123
| +3% | +$11.6K | 0.09% | 209 |
|
|
2021
Q2 | $435K | Buy |
4,386
+422
| +11% | +$41.9K | 0.09% | 210 |
|
|
2021
Q1 | $352K | Sell |
3,964
-289
| -7% | -$25.7K | 0.08% | 223 |
|
|
2020
Q4 | $352K | Buy |
4,253
+3
| +0.1% | +$248 | 0.09% | 214 |
|
|
2020
Q3 | $0 | Buy |
4,250
+1,269
| +43% | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $209K | Buy |
2,981
+187
| +7% | +$13.1K | 0.06% | 283 |
|
|
2020
Q1 | $204K | Sell |
2,794
-4,536
| -62% | -$331K | 0.07% | 239 |
|
|
2019
Q4 | $621K | Buy |
7,330
+4,102
| +127% | +$348K | 0.18% | 120 |
|
|
2019
Q3 | $245K | Buy |
+3,228
| New | +$245K | 0.1% | 235 |
|