Redwood 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
$588K Buy
3,227
+5
+0.2% +$911 0.26% 85
2025
Q1
$511K Sell
3,222
-54
-2% -$8.57K 0.26% 89
2024
Q4
$395K Sell
3,276
-35
-1% -$4.22K 0.19% 109
2024
Q3
$402K Hold
3,311
0.2% 105
2024
Q2
$336K Buy
3,311
+9
+0.3% +$912 0.25% 87
2024
Q1
$303K Sell
3,302
-68
-2% -$6.23K 0.32% 89
2023
Q4
$317K Buy
3,370
+7
+0.2% +$658 0.35% 85
2023
Q3
$311K Sell
3,363
-42
-1% -$3.89K 0.36% 85
2023
Q2
$332K Sell
3,405
-2
-0.1% -$195 0.37% 82
2023
Q1
$331K Sell
3,407
-20
-0.6% -$1.95K 0.38% 79
2022
Q4
$347K Buy
+3,427
New +$347K 0.43% 67