Stonebrook Private’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 | $714K | Buy |
3,919
+708
| +22% | +$129K | 0.17% | 106 |
|
|
2025
Q1 | $510K | Buy |
3,211
+248
| +8% | +$39.4K | 0.13% | 120 |
|
|
2024
Q4 | $357K | Buy |
2,963
+236
| +9% | +$28.4K | 0.09% | 131 |
|
|
2024
Q3 | $331K | Buy |
2,727
+126
| +5% | +$15.3K | 0.09% | 139 |
|
|
2024
Q2 | $264K | Buy |
2,601
+40
| +2% | +$4.05K | 0.08% | 150 |
|
|
2024
Q1 | $235K | Sell |
2,561
-8
| -0.3% | -$733 | 0.07% | 181 |
|
|
2023
Q4 | $242K | Buy |
+2,569
| New | +$242K | 0.08% | 174 |
|