Resurgent Financial 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 | $374K | Sell |
2,055
-52
| -2% | -$9.47K | 0.21% | 130 |
|
2025
Q1 | $334K | Sell |
2,107
-5
| -0.2% | -$794 | 0.2% | 132 |
|
2024
Q4 | $254K | Buy |
2,112
+5
| +0.2% | +$602 | 0.15% | 151 |
|
2024
Q3 | $256K | Sell |
2,107
-82
| -4% | -$9.96K | 0.15% | 151 |
|
2024
Q2 | $222K | Sell |
2,189
-59
| -3% | -$5.98K | 0.14% | 162 |
|
2024
Q1 | $206K | Sell |
2,248
-5
| -0.2% | -$458 | 0.11% | 180 |
|
2023
Q4 | $212K | Sell |
2,253
-37
| -2% | -$3.48K | 0.13% | 159 |
|
2023
Q3 | $212K | Buy |
2,290
+29
| +1% | +$2.69K | 0.14% | 140 |
|
2023
Q2 | $221K | Sell |
2,261
-163
| -7% | -$15.9K | 0.15% | 128 |
|
2023
Q1 | $236K | Sell |
2,424
-1,437
| -37% | -$140K | 0.16% | 127 |
|
2022
Q4 | $391K | Buy |
3,861
+160
| +4% | +$16.2K | 0.21% | 111 |
|
2022
Q3 | $307K | Buy |
3,701
+244
| +7% | +$20.2K | 0.21% | 132 |
|
2022
Q2 | $341K | Buy |
+3,457
| New | +$341K | 0.22% | 118 |
|