Simplicity Wealth’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 | $2.49M | Buy |
13,650
+9,682
| +244% | +$1.76M | 0.1% | 187 |
|
|
2025
Q1 | $630K | Sell |
3,968
-372
| -9% | -$59K | 0.05% | 306 |
|
|
2024
Q4 | $522K | Sell |
4,340
-1,881
| -30% | -$226K | 0.11% | 161 |
|
|
2024
Q3 | $755K | Sell |
6,221
-89,355
| -93% | -$10.8M | 0.07% | 229 |
|
|
2024
Q2 | $9.68M | Buy |
95,576
+15,467
| +19% | +$1.57M | 0.22% | 90 |
|
|
2024
Q1 | $7.34M | Buy |
+80,109
| New | +$7.34M | 0.17% | 118 |
|