Presilium Private Wealth’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 | $315K | Hold |
1,729
| – | – | 0.06% | 62 |
|
|
2025
Q1 | $274K | Hold |
1,729
| – | – | 0.06% | 64 |
|
|
2024
Q4 | $208K | Sell |
1,729
-40
| -2% | -$4.81K | 0.05% | 76 |
|
|
2024
Q3 | $215K | Buy |
+1,769
| New | +$215K | 0.05% | 74 |
|
|
2023
Q2 | – | Sell |
-2,133
| Closed | -$207K | – | 58 |
|
|
2023
Q1 | $207K | Hold |
2,133
| – | – | 0.08% | 51 |
|
|
2022
Q4 | $216K | Buy |
+2,133
| New | +$216K | 0.09% | 48 |
|