Planning Alternatives’s Philip Morris PM Stock Holding History

Planning Alternatives’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	10,436 +263	+3%	+$47.9K	0.26%	22
2025 Q1	$1.61M	Buy	10,173 +456	+5%	+$72.4K	0.25%	23
2024 Q4	$1.17M	Hold	9,717	–	–	0.18%	26
2024 Q3	$1.18M	Sell	9,717 -45	-0.5%	-$5.46K	0.18%	26
2024 Q2	$989K	Buy	9,762 +45	+0.5%	+$4.56K	0.16%	26
2024 Q1	$890K	Hold	9,717	–	–	0.15%	27
2023 Q4	$914K	Hold	9,717	–	–	0.16%	27
2023 Q3	$900K	Hold	9,717	–	–	0.17%	26
2023 Q2	$949K	Hold	9,717	–	–	0.17%	26
2023 Q1	$945K	Hold	9,717	–	–	0.18%	24
2022 Q4	$983K	Sell	9,717 -265	-3%	-$26.8K	0.18%	25
2022 Q3	$829K	Hold	9,982	–	–	0.17%	24
2022 Q2	$986K	Hold	9,982	–	–	0.19%	23
2022 Q1	$938K	Hold	9,982	–	–	0.15%	28
2021 Q4	$948K	Hold	9,982	–	–	0.15%	28
2021 Q3	$946K	Hold	9,982	–	–	0.16%	28
2021 Q2	$989K	Hold	9,982	–	–	0.16%	27
2021 Q1	$886K	Hold	9,982	–	–	0.15%	29
2020 Q4	$826K	Sell	9,982 -3,000	-23%	-$248K	0.15%	30
2020 Q3	$974K	Sell	12,982 -550	-4%	-$41.3K	0.18%	29
2020 Q2	$948K	Hold	13,532	–	–	0.19%	29
2020 Q1	$987K	Hold	13,532	–	–	0.23%	27
2019 Q4	$1.15M	Hold	13,532	–	–	0.2%	30
2019 Q3	$1.03M	Sell	13,532 -582	-4%	-$44.2K	0.19%	30
2019 Q2	$1.11M	Sell	14,114 -2,800	-17%	-$220K	0.2%	30
2019 Q1	$1.5M	Buy	+16,914	New	+$1.5M	0.27%	28
2017 Q3	–	Sell	-2,116	Closed	-$249K	–	54
2017 Q2	$249K	Hold	2,116	–	–	0.05%	44
2017 Q1	$239K	Sell	2,116 -200	-9%	-$22.6K	0.05%	44
2016 Q4	$212K	Hold	2,316	–	–	0.04%	45
2016 Q3	$225K	Hold	2,316	–	–	0.05%	42
2016 Q2	$236K	Hold	2,316	–	–	0.05%	44
2016 Q1	$227K	Hold	2,316	–	–	0.05%	44
2015 Q4	$204K	Buy	+2,316	New	+$204K	0.05%	47
2015 Q1	–	Sell	-2,682	Closed	-$218K	–	46
2014 Q4	$218K	Hold	2,682	–	–	0.05%	43
2014 Q3	$224K	Buy	+2,682	New	+$224K	0.06%	44
2014 Q1	–	Sell	-2,682	Closed	-$208K	–	46
2013 Q4	$208K	Buy	+2,682	New	+$208K	0.06%	35