Sweeney & Michel’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 | $547K | Sell |
3,041
-152
| -5% | -$27.4K | 0.19% | 78 |
|
2025
Q1 | $477K | Buy |
+3,193
| New | +$477K | 0.21% | 75 |
|
2024
Q3 | $382K | Buy |
3,175
+68
| +2% | +$8.17K | 0.15% | 88 |
|
2024
Q2 | $316K | Buy |
3,107
+21
| +0.7% | +$2.14K | 0.13% | 93 |
|
2024
Q1 | $308K | Buy |
+3,086
| New | +$308K | 0.14% | 90 |
|
2023
Q3 | $296K | Buy |
3,287
+24
| +0.7% | +$2.17K | 0.16% | 88 |
|
2023
Q2 | $317K | Sell |
3,263
-115
| -3% | -$11.2K | 0.16% | 86 |
|
2023
Q1 | $309K | Buy |
+3,378
| New | +$309K | 0.16% | 88 |
|