SteelPeak Wealth’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
$5.97M Sell
32,528
-33,218
-51% -$6.09M 0.23% 90
2025
Q1
$10.5M Sell
65,746
-6,011
-8% -$962K 0.44% 52
2024
Q4
$8.73M Sell
71,757
-281
-0.4% -$34.2K 0.35% 60
2024
Q3
$8.84M Buy
72,038
+61,057
+556% +$7.49M 0.39% 59
2024
Q2
$1.13M Sell
10,981
-30,655
-74% -$3.15M 0.05% 207
2024
Q1
$3.87M Buy
41,636
+5,260
+14% +$489K 0.19% 93
2023
Q4
$3.5M Sell
36,376
-49,757
-58% -$4.79M 0.2% 96
2023
Q3
$8.09M Buy
86,133
+54,864
+175% +$5.15M 0.51% 47
2023
Q2
$3.09M Buy
31,269
+20,827
+199% +$2.06M 0.18% 93
2023
Q1
$1.03M Buy
10,442
+1,034
+11% +$102K 0.07% 164
2022
Q4
$964K Buy
9,408
+4,847
+106% +$497K 0.07% 176
2022
Q3
$385K Buy
4,561
+567
+14% +$47.9K 0.03% 291
2022
Q2
$399K Sell
3,994
-1,077
-21% -$108K 0.03% 280
2022
Q1
$476K Sell
5,071
-570
-10% -$53.5K 0.03% 291
2021
Q4
$536K Sell
5,641
-1,618
-22% -$154K 0.03% 237
2021
Q3
$688K Buy
7,259
+3,088
+74% +$293K 0.05% 204
2021
Q2
$413K Sell
4,171
-6,858
-62% -$679K 0.03% 279
2021
Q1
$979K Buy
11,029
+1,551
+16% +$138K 0.08% 159
2020
Q4
$785K Sell
9,478
-59
-0.6% -$4.89K 0.07% 175
2020
Q3
$715K Sell
9,537
-3,759
-28% -$282K 0.08% 153
2020
Q2
$932K Sell
13,296
-8,164
-38% -$572K 0.12% 123
2020
Q1
$1.57M Buy
21,460
+6,128
+40% +$447K 0.25% 89
2019
Q4
$1.31M Buy
+15,332
New +$1.31M 0.18% 102