SimplyRich’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 | $442K | Hold |
2,427
| – | – | 0.12% | 152 |
|
|
2025
Q1 | $385K | Hold |
2,427
| – | – | 0.11% | 156 |
|
|
2024
Q4 | $292K | Hold |
2,427
| – | – | 0.08% | 187 |
|
|
2024
Q3 | $294K | Hold |
2,427
| – | – | 0.08% | 181 |
|
|
2024
Q2 | $245K | Hold |
2,427
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $223K | Sell |
2,427
-4
| -0.2% | -$368 | 0.07% | 175 |
|
|
2023
Q4 | $229K | Hold |
2,431
| – | – | 0.08% | 162 |
|
|
2023
Q3 | $225K | Hold |
2,431
| – | – | 0.11% | 137 |
|
|
2023
Q2 | $237K | Hold |
2,431
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $236K | Hold |
2,431
| – | – | 0.09% | 161 |
|
|
2022
Q4 | $246K | Hold |
2,431
| – | – | 0.1% | 156 |
|
|
2022
Q3 | $201K | Hold |
2,431
| – | – | 0.09% | 153 |
|
|
2022
Q2 | $240K | Hold |
2,431
| – | – | 0.1% | 142 |
|
|
2022
Q1 | $228K | Hold |
2,431
| – | – | 0.08% | 164 |
|
|
2021
Q4 | $231K | Hold |
2,431
| – | – | 0.08% | 165 |
|
|
2021
Q3 | $230K | Hold |
2,431
| – | – | 0.08% | 162 |
|
|
2021
Q2 | $240K | Hold |
2,431
| – | – | 0.11% | 143 |
|
|
2021
Q1 | $216K | Hold |
2,431
| – | – | 0.09% | 161 |
|
|
2020
Q4 | $201K | Buy |
+2,431
| New | +$201K | 0.09% | 151 |
|
|
2020
Q1 | – | Sell |
-2,837
| Closed | -$243K | – | 142 |
|
|
2019
Q4 | $243K | Hold |
2,837
| – | – | 0.12% | 140 |
|
|
2019
Q3 | $213K | Hold |
2,837
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $223K | Buy |
+2,837
| New | +$223K | 0.12% | 144 |
|
|
2018
Q4 | – | Sell |
-2,837
| Closed | -$231K | – | 127 |
|
|
2018
Q3 | $231K | Sell |
2,837
-320
| -10% | -$26.1K | 0.13% | 144 |
|
|
2018
Q2 | $255K | Hold |
3,157
| – | – | 0.15% | 143 |
|
|
2018
Q1 | $314K | Hold |
3,157
| – | – | 0.18% | 139 |
|
|
2017
Q4 | $334K | Buy |
+3,157
| New | +$334K | 0.19% | 134 |
|