Strait & Sound 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 | $542K | Buy |
2,978
+680
| +30% | +$124K | 0.23% | 83 |
|
|
2025
Q1 | $365K | Sell |
2,298
-160
| -7% | -$25.4K | 0.17% | 97 |
|
|
2024
Q4 | $296K | Buy |
2,458
+480
| +24% | +$57.8K | 0.14% | 113 |
|
|
2024
Q3 | $240K | Sell |
1,978
-973
| -33% | -$118K | 0.12% | 127 |
|
|
2024
Q2 | $299K | Sell |
2,951
-415
| -12% | -$42.1K | 0.15% | 105 |
|
|
2024
Q1 | $301K | Sell |
3,366
-25
| -0.7% | -$2.24K | 0.17% | 96 |
|
|
2023
Q4 | $318K | Sell |
3,391
-95
| -3% | -$8.9K | 0.2% | 88 |
|
|
2023
Q3 | $323K | Buy |
+3,486
| New | +$323K | 0.28% | 83 |
|