Plan Group Financial’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 | $3.69M | Buy |
20,261
+1,842
| +10% | +$335K | 1.21% | 24 |
|
|
2025
Q1 | $2.92M | Buy |
18,419
+5,715
| +45% | +$907K | 1.04% | 26 |
|
|
2024
Q4 | $1.53M | Buy |
12,704
+978
| +8% | +$118K | 0.81% | 23 |
|
|
2024
Q3 | $1.42M | Buy |
11,726
+2,028
| +21% | +$246K | 0.75% | 25 |
|
|
2024
Q2 | $983K | Buy |
9,698
+4,623
| +91% | +$468K | 0.6% | 34 |
|
|
2024
Q1 | $465K | Buy |
5,075
+2,121
| +72% | +$194K | 0.31% | 53 |
|
|
2023
Q4 | $278K | Buy |
2,954
+206
| +7% | +$19.4K | 0.24% | 56 |
|
|
2023
Q3 | $254K | Buy |
+2,748
| New | +$254K | 0.18% | 59 |
|
|
2022
Q2 | $202K | Buy |
+2,050
| New | +$202K | 0.35% | 53 |
|