Provenance Wealth 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 | $55.9K | Sell |
307
-1,400
| -82% | -$255K | 0.01% | 206 |
|
|
2025
Q1 | $271K | Sell |
1,707
-4,200
| -71% | -$667K | 0.04% | 110 |
|
|
2024
Q4 | $711K | Buy |
5,907
+5,570
| +1,653% | +$670K | 0.09% | 63 |
|
|
2024
Q3 | $40.9K | Hold |
337
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $34.1K | Hold |
337
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $30.9K | Hold |
337
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $31.7K | Buy |
337
+183
| +119% | +$17.2K | ﹤0.01% | 231 |
|
|
2023
Q3 | $14.3K | Buy |
+154
| New | +$14.3K | ﹤0.01% | 231 |
|