Regent Peak 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
Q1 | $374K | Buy |
2,357
+55
| +2% | +$8.73K | 0.09% | 100 |
|
|
2024
Q4 | $277K | Buy |
2,302
+93
| +4% | +$11.2K | 0.06% | 131 |
|
|
2024
Q3 | $268K | Buy |
2,209
+96
| +5% | +$11.7K | 0.06% | 132 |
|
|
2024
Q2 | $214K | Buy |
+2,113
| New | +$214K | 0.05% | 153 |
|
|
2024
Q1 | – | Sell |
-2,246
| Closed | -$211K | – | 177 |
|
|
2023
Q4 | $211K | Buy |
+2,246
| New | +$211K | 0.06% | 153 |
|
|
2021
Q1 | – | Sell |
-1,005
| Closed | -$83K | – | 758 |
|
|
2020
Q4 | $83K | Buy |
+1,005
| New | +$83K | 0.03% | 240 |
|