SIS
Strategic Investment Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
1,163
+10
| +0.9% | +$1.82K | 0.06% | 121 |
|
|
2025
Q1 | $183K | Buy |
1,153
+56
| +5% | +$8.89K | 0.05% | 112 |
|
|
2024
Q4 | $103K | Sell |
1,097
-30
| -3% | -$2.82K | 0.03% | 138 |
|
|
2024
Q3 | $137K | Sell |
1,127
-245
| -18% | -$29.8K | 0.04% | 117 |
|
|
2024
Q2 | $152K | Buy |
+1,372
| New | +$152K | 0.05% | 108 |
|
|
2023
Q4 | $126K | Buy |
+1,342
| New | +$126K | 0.02% | 273 |
|
|
2023
Q2 | – | Sell |
-1,504
| Closed | -$146K | – | 949 |
|
|
2023
Q1 | $146K | Buy |
+1,504
| New | +$146K | 0.03% | 207 |
|