PFG Private 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 | – | Sell |
-16
| Closed | -$2.54K | – | 193 |
|
|
2025
Q1 | $2.54K | Sell |
16
-14
| -47% | -$2.22K | ﹤0.01% | 222 |
|
|
2024
Q4 | $3.61K | Hold |
30
| – | – | ﹤0.01% | 170 |
|
|
2024
Q3 | $3.64K | Sell |
30
-33
| -52% | -$4.01K | ﹤0.01% | 177 |
|
|
2024
Q2 | $6.38K | Buy |
63
+33
| +110% | +$3.34K | ﹤0.01% | 149 |
|
|
2024
Q1 | $2.75K | Hold |
30
| – | – | ﹤0.01% | 178 |
|
|
2023
Q4 | $2.82K | Sell |
30
-39
| -57% | -$3.67K | ﹤0.01% | 183 |
|
|
2023
Q3 | $6.39K | Sell |
69
-43
| -38% | -$3.98K | ﹤0.01% | 206 |
|
|
2023
Q2 | $10.9K | Buy |
112
+93
| +489% | +$9.08K | 0.01% | 208 |
|
|
2023
Q1 | $1.85K | Sell |
19
-16
| -46% | -$1.56K | ﹤0.01% | 254 |
|
|
2022
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 245 |
|
|
2022
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 270 |
|
|
2021
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 261 |
|