Spartan Planning & Wealth Management’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 | $601K | Buy |
3,302
+383
| +13% | +$69.8K | 0.52% | 35 |
|
|
2025
Q1 | $463K | Sell |
2,919
-463
| -14% | -$73.5K | 0.45% | 40 |
|
|
2024
Q4 | $407K | Buy |
+3,382
| New | +$407K | 0.37% | 45 |
|
|
2023
Q4 | $188 | Hold |
2
| – | – | ﹤0.01% | 185 |
|
|
2023
Q3 | $185 | Buy |
+2
| New | +$185 | ﹤0.01% | 151 |
|
|
2022
Q4 | $82.9K | Buy |
+819
| New | +$82.9K | 0.1% | 87 |
|
|
2022
Q3 | – | Sell |
-1,316
| Closed | -$130K | – | 111 |
|
|
2022
Q2 | $130K | Buy |
1,316
+842
| +178% | +$83.2K | 0.17% | 41 |
|
|
2022
Q1 | $45K | Buy |
+474
| New | +$45K | 0.06% | 90 |
|