Prestige Wealth Management 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 | $53.8K | Hold |
293
| – | – | 0.01% | 247 |
|
|
2025
Q1 | $46.9K | Hold |
293
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $35.7K | Hold |
293
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $36K | Sell |
293
-25
| -8% | -$3.07K | 0.01% | 277 |
|
|
2024
Q2 | $32.6K | Sell |
318
-55
| -15% | -$5.65K | 0.01% | 267 |
|
|
2024
Q1 | $34.7K | Sell |
373
-58
| -13% | -$5.39K | 0.01% | 281 |
|
|
2023
Q4 | $41.1K | Sell |
431
-20
| -4% | -$1.91K | 0.01% | 260 |
|
|
2023
Q3 | $42.3K | Hold |
451
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $44.6K | Sell |
451
-5,181
| -92% | -$512K | 0.01% | 268 |
|
|
2023
Q1 | $555K | Buy |
5,632
+5,195
| +1,189% | +$512K | 0.14% | 79 |
|
|
2022
Q4 | $44.8K | Sell |
437
-4,388
| -91% | -$450K | 0.01% | 265 |
|
|
2022
Q3 | $407K | Sell |
4,825
-13
| -0.3% | -$1.1K | 0.11% | 85 |
|
|
2022
Q2 | $483K | Sell |
4,838
-20
| -0.4% | -$2K | 0.13% | 75 |
|
|
2022
Q1 | $456K | Buy |
4,858
+4,444
| +1,073% | +$417K | 0.11% | 88 |
|
|
2021
Q4 | $39K | Sell |
414
-52
| -11% | -$4.9K | 0.01% | 288 |
|
|
2021
Q3 | $44K | Buy |
466
+1
| +0.2% | +$94 | 0.01% | 273 |
|
|
2021
Q2 | $46K | Buy |
465
+23
| +5% | +$2.28K | 0.01% | 259 |
|
|
2021
Q1 | $40K | Sell |
442
-64
| -13% | -$5.79K | 0.01% | 271 |
|
|
2020
Q4 | $41K | Sell |
506
-47
| -8% | -$3.81K | 0.01% | 267 |
|
|
2020
Q3 | $41K | Hold |
553
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $39K | Sell |
553
-319
| -37% | -$22.5K | 0.01% | 251 |
|
|
2020
Q1 | $64K | Buy |
872
+264
| +43% | +$19.4K | 0.03% | 154 |
|
|
2019
Q4 | $52K | Buy |
608
+46
| +8% | +$3.93K | 0.03% | 200 |
|
|
2019
Q3 | $42K | Buy |
562
+75
| +15% | +$5.61K | 0.02% | 211 |
|
|
2019
Q2 | $38K | Buy |
487
+138
| +40% | +$10.8K | 0.02% | 215 |
|
|
2019
Q1 | $31K | Sell |
349
-63
| -15% | -$5.6K | 0.02% | 221 |
|
|
2018
Q4 | $28K | Buy |
+412
| New | +$28K | 0.02% | 259 |
|