Spire 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 | $2.34M | Sell |
12,888
-4,628
| -26% | -$839K | 0.08% | 206 |
|
|
2025
Q1 | $2.78M | Buy |
17,516
+70
| +0.4% | +$11.1K | 0.09% | 218 |
|
|
2024
Q4 | $2.1M | Buy |
17,446
+197
| +1% | +$23.7K | 0.07% | 236 |
|
|
2024
Q3 | $2.09M | Sell |
17,249
-1,062
| -6% | -$129K | 0.07% | 227 |
|
|
2024
Q2 | $1.86M | Sell |
18,311
-2,696
| -13% | -$273K | 0.07% | 244 |
|
|
2024
Q1 | $1.92M | Sell |
21,007
-149
| -0.7% | -$13.7K | 0.03% | 257 |
|
|
2023
Q4 | $1.95M | Buy |
21,156
+292
| +1% | +$27K | 0.06% | 245 |
|
|
2023
Q3 | $1.93M | Buy |
20,864
+322
| +2% | +$29.8K | 0.07% | 223 |
|
|
2023
Q2 | $2.01M | Sell |
20,542
-246
| -1% | -$24K | 0.07% | 233 |
|
|
2023
Q1 | $2.02M | Buy |
20,788
+4,359
| +27% | +$424K | 0.08% | 228 |
|
|
2022
Q4 | $1.66M | Buy |
16,429
+1,745
| +12% | +$177K | 0.09% | 172 |
|
|
2022
Q3 | $1.22M | Sell |
14,684
-6,903
| -32% | -$573K | 0.07% | 184 |
|
|
2022
Q2 | $2.13M | Sell |
21,587
-5,827
| -21% | -$575K | 0.09% | 204 |
|
|
2022
Q1 | $2.58M | Sell |
27,414
-6,672
| -20% | -$627K | 0.07% | 234 |
|
|
2021
Q4 | $3.24M | Buy |
34,086
+6,352
| +23% | +$603K | 0.07% | 230 |
|
|
2021
Q3 | $2.63M | Buy |
27,734
+5,768
| +26% | +$547K | 0.07% | 242 |
|
|
2021
Q2 | $2.18M | Sell |
21,966
-5,059
| -19% | -$501K | 0.06% | 276 |
|
|
2021
Q1 | $2.41M | Buy |
+27,025
| New | +$2.41M | 0.06% | 245 |
|