Richardson Financial Services’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 | $354K | Sell |
1,995
-142
| -7% | -$25.2K | 0.24% | 107 |
|
|
2025
Q1 | $339K | Buy |
2,137
+83
| +4% | +$13.2K | 0.26% | 107 |
|
|
2024
Q4 | $247K | Sell |
2,054
-265
| -11% | -$31.8K | 0.17% | 122 |
|
|
2024
Q3 | $236K | Buy |
2,319
+35
| +2% | +$3.56K | 0.15% | 131 |
|
|
2024
Q2 | $231K | Sell |
2,284
-220
| -9% | -$22.3K | 0.17% | 123 |
|
|
2024
Q1 | $230K | Buy |
2,504
+198
| +9% | +$18.2K | 0.16% | 134 |
|
|
2023
Q4 | $217K | Buy |
+2,306
| New | +$217K | 0.19% | 122 |
|