Priebe Wealth Holdings’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 | – | Sell |
-1,821
| Closed | -$289K | – | 72 |
|
|
2025
Q1 | $289K | Buy |
+1,821
| New | +$289K | 0.18% | 56 |
|
|
2024
Q4 | – | Sell |
-1,951
| Closed | -$237K | – | 71 |
|
|
2024
Q3 | $237K | Sell |
1,951
-456
| -19% | -$55.4K | 0.17% | 54 |
|
|
2024
Q2 | $244K | Buy |
2,407
+31
| +1% | +$3.14K | 0.19% | 46 |
|
|
2024
Q1 | $218K | Sell |
2,376
-65
| -3% | -$5.96K | 0.17% | 54 |
|
|
2023
Q4 | $230K | Buy |
+2,441
| New | +$230K | 0.19% | 53 |
|