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Strait & Sound Wealth Management’s Philip Morris PM Stock Holding History

Strait & Sound Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Sell
2,258
-240
-10% -$41.7K 0.14% 112
2025
Q4 		$401K Hold
2,498
– – 0.15% 102
2025
Q3 		$405K Sell
2,498
-480
-16% -$80.8K 0.16% 101
2025
Q2 		$542K Buy
2,978
+680
+30% +$117K 0.23% 83
2025
Q1 		$365K Sell
2,298
-160
-7% -$22.7K 0.17% 97
2024
Q4 		$296K Buy
2,458
+480
+24% +$60.6K 0.14% 114
2024
Q3 		$240K Sell
1,978
-973
-33% -$113K 0.12% 127
2024
Q2 		$299K Sell
2,951
-415
-12% -$40.6K 0.15% 105
2024
Q1 		$301K Sell
3,366
-25
-0.7% -$2.31K 0.17% 96
2023
Q4 		$318K Sell
3,391
-95
-3% -$8.75K 0.2% 88
2023
Q3 		$323K Buy
+3,486
New +$336K 0.28% 83

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