Portside Wealth 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 | $6.27M | Sell |
34,431
-2,128
| -6% | -$388K | 0.93% | 20 |
|
|
2025
Q1 | $5.8M | Sell |
36,559
-322
| -0.9% | -$51.1K | 0.95% | 20 |
|
|
2024
Q4 | $4.44M | Buy |
36,881
+2,111
| +6% | +$254K | 0.73% | 33 |
|
|
2024
Q3 | $4.22M | Sell |
34,770
-2,327
| -6% | -$282K | 0.72% | 34 |
|
|
2024
Q2 | $3.76M | Buy |
37,097
+2,617
| +8% | +$265K | 0.72% | 34 |
|
|
2024
Q1 | $3.16M | Buy |
34,480
+939
| +3% | +$86K | 0.58% | 41 |
|
|
2023
Q4 | $3.16M | Sell |
33,541
-2,829
| -8% | -$266K | 0.59% | 44 |
|
|
2023
Q3 | $3.37M | Sell |
36,370
-793
| -2% | -$73.4K | 0.63% | 41 |
|
|
2023
Q2 | $3.63M | Buy |
+37,163
| New | +$3.63M | 0.67% | 38 |
|