Private Client Services’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 | $696K | Buy |
3,821
+965
| +34% | +$176K | 0.27% | 83 |
|
|
2025
Q1 | $453K | Sell |
2,856
-46
| -2% | -$7.3K | 0.22% | 95 |
|
|
2024
Q4 | $349K | Sell |
2,902
-64
| -2% | -$7.7K | 0.19% | 106 |
|
|
2024
Q3 | $360K | Buy |
2,966
+5
| +0.2% | +$607 | 0.19% | 101 |
|
|
2024
Q2 | $300K | Sell |
2,961
-363
| -11% | -$36.8K | 0.19% | 100 |
|
|
2024
Q1 | $305K | Buy |
3,324
+148
| +5% | +$13.6K | 0.2% | 95 |
|
|
2023
Q4 | $299K | Buy |
+3,176
| New | +$299K | 0.25% | 104 |
|