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 |
|