Seven Springs Wealth Group’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 | $261K | Hold |
1,432
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $227K | Buy |
+1,432
| New | +$227K | 0.08% | 75 |
|
|
2021
Q4 | – | Sell |
-2,889
| Closed | -$274K | – | 76 |
|
|
2021
Q3 | $274K | Hold |
2,889
| – | – | 0.13% | 64 |
|
|
2021
Q2 | $286K | Buy |
2,889
+1,189
| +70% | +$118K | 0.12% | 66 |
|
|
2021
Q1 | $151K | Sell |
1,700
-16
| -0.9% | -$1.42K | 0.07% | 62 |
|
|
2020
Q4 | $142K | Buy |
1,716
+16
| +0.9% | +$1.32K | 0.07% | 58 |
|
|
2020
Q3 | $127K | Hold |
1,700
| – | – | 0.08% | 56 |
|
|
2020
Q2 | $119K | Hold |
1,700
| – | – | 0.08% | 58 |
|
|
2020
Q1 | $124K | Hold |
1,700
| – | – | 0.09% | 59 |
|
|
2019
Q4 | $145K | Buy |
+1,700
| New | +$145K | 0.1% | 63 |
|