Premier Path Wealth Partners’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 | $1.27M | Buy |
6,954
+529
| +8% | +$96.3K | 0.18% | 132 |
|
|
2025
Q1 | $1.02M | Buy |
6,425
+328
| +5% | +$52.1K | 0.16% | 158 |
|
|
2024
Q4 | $734K | Buy |
6,097
+34
| +0.6% | +$4.09K | 0.11% | 185 |
|
|
2024
Q3 | $736K | Buy |
6,063
+53
| +0.9% | +$6.43K | 0.12% | 182 |
|
|
2024
Q2 | $609K | Sell |
6,010
-493
| -8% | -$50K | 0.1% | 195 |
|
|
2024
Q1 | $596K | Sell |
6,503
-1,043
| -14% | -$95.6K | 0.11% | 180 |
|
|
2023
Q4 | $710K | Buy |
+7,546
| New | +$710K | 0.16% | 148 |
|