Private 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 | $123K | Sell |
674
-34
| -5% | -$6.19K | 0.04% | 107 |
|
|
2025
Q1 | $112K | Buy |
708
+67
| +10% | +$10.6K | 0.04% | 108 |
|
|
2024
Q4 | $77.1K | Sell |
641
-21
| -3% | -$2.53K | 0.03% | 134 |
|
|
2024
Q3 | $80.4K | Hold |
662
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $67.1K | Sell |
662
-38
| -5% | -$3.85K | 0.03% | 136 |
|
|
2024
Q1 | $64.1K | Hold |
700
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $65.9K | Buy |
+700
| New | +$65.9K | 0.03% | 129 |
|