Quotient Wealth Partners’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 | $946K | Buy |
5,195
+754
| +17% | +$137K | 0.03% | 119 |
|
|
2025
Q1 | $705K | Buy |
4,441
+295
| +7% | +$46.8K | 0.02% | 141 |
|
|
2024
Q4 | $499K | Buy |
4,146
+235
| +6% | +$28.3K | 0.02% | 172 |
|
|
2024
Q3 | $475K | Buy |
3,911
+353
| +10% | +$42.9K | 0.02% | 179 |
|
|
2024
Q2 | $361K | Buy |
3,558
+284
| +9% | +$28.8K | 0.01% | 219 |
|
|
2024
Q1 | $300K | Sell |
3,274
-643
| -16% | -$58.9K | 0.01% | 234 |
|
|
2023
Q4 | $369K | Buy |
+3,917
| New | +$369K | 0.01% | 204 |
|