Private Wealth 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 | $337K | Hold |
1,850
| – | – | 0.18% | 54 |
|
|
2025
Q1 | $294K | Hold |
1,850
| – | – | 0.17% | 51 |
|
|
2024
Q4 | $223K | Hold |
1,850
| – | – | 0.11% | 63 |
|
|
2024
Q3 | $225K | Buy |
+1,850
| New | +$225K | 0.11% | 60 |
|
|
2018
Q3 | – | Sell |
-2,960
| Closed | -$239K | – | 26 |
|
|
2018
Q2 | $239K | Hold |
2,960
| – | – | 0.23% | 25 |
|
|
2018
Q1 | $294K | Buy |
2,960
+3
| +0.1% | +$298 | 0.5% | 16 |
|
|
2017
Q4 | $312K | Buy |
+2,957
| New | +$312K | 0.36% | 20 |
|