Pinnacle Wealth Management Advisory Group’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 | $1.21M | Buy |
6,624
+281
| +4% | +$51.2K | 0.1% | 135 |
|
|
2025
Q1 | $1.01M | Buy |
6,343
+55
| +0.9% | +$8.73K | 0.09% | 138 |
|
|
2024
Q4 | $757K | Buy |
6,288
+729
| +13% | +$87.7K | 0.07% | 155 |
|
|
2024
Q3 | $675K | Buy |
5,559
+829
| +18% | +$101K | 0.06% | 165 |
|
|
2024
Q2 | $479K | Buy |
4,730
+1,268
| +37% | +$128K | 0.05% | 199 |
|
|
2024
Q1 | $317K | Sell |
3,462
-442
| -11% | -$40.5K | 0.03% | 248 |
|
|
2023
Q4 | $367K | Sell |
3,904
-1,022
| -21% | -$96.2K | 0.04% | 216 |
|
|
2023
Q3 | $456K | Sell |
4,926
-792
| -14% | -$73.3K | 0.06% | 185 |
|
|
2023
Q2 | $558K | Buy |
5,718
+270
| +5% | +$26.4K | 0.07% | 170 |
|
|
2023
Q1 | $530K | Sell |
5,448
-420
| -7% | -$40.8K | 0.07% | 172 |
|
|
2022
Q4 | $594K | Buy |
5,868
+1,506
| +35% | +$152K | 0.09% | 159 |
|
|
2022
Q3 | $362K | Buy |
4,362
+742
| +20% | +$61.6K | 0.06% | 194 |
|
|
2022
Q2 | $357K | Buy |
+3,620
| New | +$357K | 0.06% | 202 |
|