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Spinnaker Investment Group’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
2,064
-75
-4% -$13.7K 0.09% 67
2025
Q1
$340K Buy
2,139
+141
+7% +$22.4K 0.08% 77
2024
Q4
$240K Buy
1,998
+4
+0.2% +$481 0.06% 85
2024
Q3
$242K Hold
1,994
0.06% 84
2024
Q2
$202K Buy
+1,994
New +$202K 0.06% 80