Prosperity Capital Advisors’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 | $1.47M | Sell |
8,064
-2,128
| -21% | -$388K | 0.14% | 95 |
|
2025
Q1 | $1.61M | Sell |
10,192
-160
| -2% | -$25.3K | 0.13% | 119 |
|
2024
Q4 | $1.25M | Sell |
10,352
-994
| -9% | -$120K | 0.1% | 139 |
|
2024
Q3 | $1.38M | Buy |
11,346
+28
| +0.2% | +$3.4K | 0.12% | 126 |
|
2024
Q2 | $1.15M | Sell |
11,318
-9,669
| -46% | -$980K | 0.13% | 122 |
|
2024
Q1 | $1.92M | Buy |
20,987
+11,632
| +124% | +$1.07M | 0.23% | 73 |
|
2023
Q4 | $880K | Buy |
9,355
+83
| +0.9% | +$7.81K | 0.1% | 111 |
|
2023
Q3 | $858K | Buy |
9,272
+550
| +6% | +$50.9K | 0.11% | 100 |
|
2023
Q2 | $851K | Sell |
8,722
-28
| -0.3% | -$2.73K | 0.12% | 101 |
|
2023
Q1 | $851K | Buy |
8,750
+97
| +1% | +$9.43K | 0.13% | 83 |
|
2022
Q4 | $876K | Buy |
+8,653
| New | +$876K | 0.27% | 63 |
|