Phillips Wealth Planners’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 | $684K | Sell |
3,848
-970
| -20% | -$172K | 0.62% | 51 |
|
|
2025
Q1 | $741K | Hold |
4,818
| – | – | 0.78% | 36 |
|
|
2024
Q4 | $564K | Sell |
4,818
-465
| -9% | -$54.5K | 0.56% | 54 |
|
|
2024
Q3 | $639K | Sell |
5,283
-1,268
| -19% | -$153K | 0.61% | 42 |
|
|
2024
Q2 | $673K | Buy |
6,551
+1,211
| +23% | +$124K | 0.71% | 34 |
|
|
2024
Q1 | $478K | Sell |
5,340
-260
| -5% | -$23.3K | 0.55% | 59 |
|
|
2023
Q4 | $522K | Sell |
5,600
-120
| -2% | -$11.2K | 0.63% | 47 |
|
|
2023
Q3 | $519K | Sell |
5,720
-62
| -1% | -$5.63K | 0.7% | 43 |
|
|
2023
Q2 | $564K | Buy |
5,782
+17
| +0.3% | +$1.66K | 0.74% | 47 |
|
|
2023
Q1 | $573K | Sell |
5,765
-87
| -1% | -$8.64K | 0.76% | 44 |
|
|
2022
Q4 | $607K | Buy |
+5,852
| New | +$607K | 1.06% | 33 |
|