Sweet Financial Partners’s Philip Morris PM Stock Holding History

Sweet Financial Partners’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
2024 Q3	$408K	Sell	3,361 -68	-2%	-$7.9K	0.09%	139
2024 Q2	$347K	Buy	3,429 +6	+0.2%	+$587	0.08%	149
2024 Q1	$314K	Buy	3,423 +5	+0.1%	+$461	0.07%	160
2023 Q4	$322K	Buy	3,418 +5	+0.1%	+$461	0.08%	154
2023 Q3	$316K	Sell	3,413 -15,833	-82%	-$1.52M	0.08%	142
2023 Q2	$1.88M	Buy	19,246 +5,986	+45%	+$572K	0.49%	41
2023 Q1	$1.29M	Buy	13,260 +3,248	+32%	+$324K	0.36%	53
2022 Q4	$1.01M	Buy	10,012 +1,016	+11%	+$95.9K	0.3%	56
2022 Q3	$747K	Buy	8,996 +1,365	+18%	+$130K	0.24%	60
2022 Q2	$754K	Buy	7,631 +1,278	+20%	+$130K	0.24%	62
2022 Q1	$597K	Buy	+6,353	New	+$636K	0.16%	79

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return