Sweet Financial Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $408K | Sell |
3,361
-68
| -2% | -$8.26K | 0.09% | 139 |
|
|
2024
Q2 | $347K | Buy |
3,429
+6
| +0.2% | +$608 | 0.08% | 149 |
|
|
2024
Q1 | $314K | Buy |
3,423
+5
| +0.1% | +$458 | 0.07% | 160 |
|
|
2023
Q4 | $322K | Buy |
3,418
+5
| +0.1% | +$470 | 0.08% | 154 |
|
|
2023
Q3 | $316K | Sell |
3,413
-15,833
| -82% | -$1.47M | 0.08% | 142 |
|
|
2023
Q2 | $1.88M | Buy |
19,246
+5,986
| +45% | +$584K | 0.49% | 41 |
|
|
2023
Q1 | $1.29M | Buy |
13,260
+3,248
| +32% | +$316K | 0.36% | 53 |
|
|
2022
Q4 | $1.01M | Buy |
10,012
+1,016
| +11% | +$103K | 0.3% | 56 |
|
|
2022
Q3 | $747K | Buy |
8,996
+1,365
| +18% | +$113K | 0.24% | 60 |
|
|
2022
Q2 | $754K | Buy |
7,631
+1,278
| +20% | +$126K | 0.24% | 62 |
|
|
2022
Q1 | $597K | Buy |
+6,353
| New | +$597K | 0.16% | 79 |
|