SAM
Secure Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
9,527
-5,652
| -37% | -$1.03M | 0.32% | 79 |
|
|
2025
Q1 | $2.41M | Sell |
15,179
-1,513
| -9% | -$240K | 0.48% | 56 |
|
|
2024
Q4 | $2.01M | Buy |
16,692
+1,279
| +8% | +$154K | 0.3% | 79 |
|
|
2024
Q3 | $1.87M | Sell |
15,413
-1,160
| -7% | -$141K | 0.32% | 73 |
|
|
2024
Q2 | $1.68M | Buy |
16,573
+584
| +4% | +$59.2K | 0.32% | 71 |
|
|
2024
Q1 | $1.46M | Buy |
15,989
+812
| +5% | +$74.4K | 0.34% | 65 |
|
|
2023
Q4 | $1.43M | Buy |
15,177
+12,918
| +572% | +$1.22M | 0.38% | 60 |
|
|
2023
Q3 | $209K | Buy |
+2,259
| New | +$209K | 0.06% | 204 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$223K | – | 202 |
|
|
2022
Q4 | $223K | Buy |
+2,200
| New | +$223K | 0.08% | 180 |
|