ShoreHaven Wealth Partners’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 | $436K | Hold |
2,396
| – | – | 0.18% | 66 |
|
|
2025
Q1 | $380K | Hold |
2,396
| – | – | 0.18% | 62 |
|
|
2024
Q4 | $288K | Hold |
2,396
| – | – | 0.14% | 79 |
|
|
2024
Q3 | $291K | Hold |
2,396
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $243K | Hold |
2,396
| – | – | 0.13% | 74 |
|
|
2024
Q1 | $220K | Hold |
2,396
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $225K | Hold |
2,396
| – | – | 0.14% | 73 |
|
|
2023
Q3 | $222K | Hold |
2,396
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $234K | Hold |
2,396
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $233K | Sell |
2,396
-29
| -1% | -$2.82K | 0.16% | 64 |
|
|
2022
Q4 | $245K | Sell |
2,425
-122
| -5% | -$12.3K | 0.17% | 67 |
|
|
2022
Q3 | $211K | Buy |
2,547
+124
| +5% | +$10.3K | 0.16% | 62 |
|
|
2022
Q2 | $239K | Hold |
2,423
| – | – | 0.17% | 63 |
|
|
2022
Q1 | $227K | Sell |
2,423
-26
| -1% | -$2.44K | 0.12% | 56 |
|
|
2021
Q4 | $232K | Hold |
2,449
| – | – | 0.11% | 44 |
|
|
2021
Q3 | $232K | Sell |
2,449
-77
| -3% | -$7.29K | 0.12% | 43 |
|
|
2021
Q2 | $250K | Hold |
2,526
| – | – | 0.13% | 46 |
|
|
2021
Q1 | $224K | Buy |
2,526
+34
| +1% | +$3.02K | 0.12% | 48 |
|
|
2020
Q4 | $206K | Buy |
+2,492
| New | +$206K | 0.12% | 49 |
|