Resonant 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 | $1.33M | Buy |
7,273
+1,549
| +27% | +$284K | 0.09% | 141 |
|
|
2025
Q1 | $916K | Buy |
5,724
+707
| +14% | +$113K | 0.06% | 155 |
|
|
2024
Q4 | $611K | Buy |
5,017
+162
| +3% | +$19.7K | 0.04% | 189 |
|
|
2024
Q3 | $596K | Buy |
4,855
+237
| +5% | +$29.1K | 0.04% | 198 |
|
|
2024
Q2 | $474K | Buy |
4,618
+246
| +6% | +$25.2K | 0.04% | 210 |
|
|
2024
Q1 | $406K | Buy |
4,372
+718
| +20% | +$66.7K | 0.03% | 219 |
|
|
2023
Q4 | $348K | Sell |
3,654
-131
| -3% | -$12.5K | 0.03% | 213 |
|
|
2023
Q3 | $355K | Buy |
3,785
+608
| +19% | +$57.1K | 0.04% | 194 |
|
|
2023
Q2 | $314K | Buy |
3,177
+127
| +4% | +$12.6K | 0.03% | 205 |
|
|
2023
Q1 | $300K | Sell |
3,050
-302
| -9% | -$29.8K | 0.03% | 199 |
|
|
2022
Q4 | $344K | Buy |
3,352
+757
| +29% | +$77.6K | 0.04% | 193 |
|
|
2022
Q3 | $219K | Buy |
2,595
+231
| +10% | +$19.5K | 0.03% | 210 |
|
|
2022
Q2 | $236K | Buy |
+2,364
| New | +$236K | 0.04% | 214 |
|