Southland Equity 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 | $1.56M | Buy |
8,540
+24
| +0.3% | +$4.37K | 0.34% | 60 |
|
|
2025
Q1 | $1.35M | Buy |
8,516
+30
| +0.4% | +$4.76K | 0.31% | 63 |
|
|
2024
Q4 | $1.02M | Buy |
8,486
+2,013
| +31% | +$242K | 0.24% | 76 |
|
|
2024
Q3 | $786K | Buy |
6,473
+2,119
| +49% | +$257K | 0.19% | 87 |
|
|
2024
Q2 | $441K | Buy |
4,354
+1,383
| +47% | +$140K | 0.13% | 111 |
|
|
2024
Q1 | $272K | Buy |
+2,971
| New | +$272K | 0.08% | 178 |
|
|
2023
Q4 | – | Sell |
-4,016
| Closed | -$372K | – | 201 |
|
|
2023
Q3 | $372K | Buy |
4,016
+556
| +16% | +$51.5K | 0.13% | 110 |
|
|
2023
Q2 | $338K | Buy |
3,460
+460
| +15% | +$44.9K | 0.11% | 122 |
|
|
2023
Q1 | $292K | Sell |
3,000
-34
| -1% | -$3.31K | 0.11% | 134 |
|
|
2022
Q4 | $307K | Buy |
3,034
+16
| +0.5% | +$1.62K | 0.12% | 120 |
|
|
2022
Q3 | $251K | Sell |
3,018
-110
| -4% | -$9.13K | 0.12% | 126 |
|
|
2022
Q2 | $309K | Buy |
3,128
+37
| +1% | +$3.65K | 0.14% | 111 |
|
|
2022
Q1 | $290K | Buy |
3,091
+91
| +3% | +$8.55K | 0.12% | 129 |
|
|
2021
Q4 | $285K | Buy |
3,000
+168
| +6% | +$16K | 0.12% | 135 |
|
|
2021
Q3 | $268K | Buy |
2,832
+87
| +3% | +$8.25K | 0.12% | 128 |
|
|
2021
Q2 | $272K | Hold |
2,745
| – | – | 0.13% | 124 |
|
|
2021
Q1 | $244K | Buy |
2,745
+165
| +6% | +$14.6K | 0.14% | 127 |
|
|
2020
Q4 | $214K | Buy |
+2,580
| New | +$214K | 0.14% | 117 |
|