Retirement Planning Company of New England’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 | $2.27M | Sell |
12,449
-160
| -1% | -$29.1K | 1.01% | 22 |
|
|
2025
Q1 | $2M | Sell |
12,609
-60
| -0.5% | -$9.52K | 1% | 23 |
|
|
2024
Q4 | $1.52M | Buy |
12,669
+34
| +0.3% | +$4.09K | 0.74% | 33 |
|
|
2024
Q3 | $1.53M | Sell |
12,635
-316
| -2% | -$38.4K | 0.76% | 32 |
|
|
2024
Q2 | $1.31M | Sell |
12,951
-138
| -1% | -$14K | 0.71% | 36 |
|
|
2024
Q1 | $1.2M | Sell |
13,089
-1,044
| -7% | -$95.7K | 0.66% | 41 |
|
|
2023
Q4 | $1.33M | Buy |
14,133
+658
| +5% | +$61.9K | 0.6% | 47 |
|
|
2023
Q3 | $1.25M | Sell |
13,475
-112
| -0.8% | -$10.4K | 0.69% | 39 |
|
|
2023
Q2 | $1.33M | Buy |
13,587
+21
| +0.2% | +$2.05K | 0.76% | 34 |
|
|
2023
Q1 | $1.32M | Buy |
13,566
+14
| +0.1% | +$1.36K | 0.8% | 32 |
|
|
2022
Q4 | $1.37M | Sell |
13,552
-33
| -0.2% | -$3.34K | 0.9% | 26 |
|
|
2022
Q3 | $1.13M | Sell |
13,585
-99
| -0.7% | -$8.21K | 0.81% | 29 |
|
|
2022
Q2 | $1.35M | Sell |
13,684
-349
| -2% | -$34.5K | 0.92% | 23 |
|
|
2022
Q1 | $1.32M | Sell |
14,033
-119
| -0.8% | -$11.2K | 0.75% | 34 |
|
|
2021
Q4 | $1.34M | Buy |
+14,152
| New | +$1.34M | 0.65% | 32 |
|