Symphony Financial’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 | $6.5M | Buy |
37,698
+27,996
| +289% | +$4.83M | 0.85% | 34 |
|
|
2025
Q1 | $1.54M | Sell |
9,702
-24,949
| -72% | -$3.97M | 0.91% | 29 |
|
|
2024
Q4 | $4.28M | Sell |
34,651
-13,414
| -28% | -$1.66M | 0.67% | 43 |
|
|
2024
Q3 | $5.79M | Sell |
48,065
-1,557
| -3% | -$188K | 0.96% | 32 |
|
|
2024
Q2 | $5.04M | Buy |
49,622
+4,932
| +11% | +$501K | 0.92% | 33 |
|
|
2024
Q1 | $4.09M | Sell |
44,690
-2,679
| -6% | -$245K | 0.95% | 29 |
|
|
2023
Q4 | $4.48M | Buy |
47,369
+3,086
| +7% | +$292K | 0.96% | 29 |
|
|
2023
Q3 | $4.05M | Buy |
44,283
+3,687
| +9% | +$337K | 0.99% | 23 |
|
|
2023
Q2 | $3.97M | Buy |
40,596
+202
| +0.5% | +$19.7K | 0.97% | 28 |
|
|
2023
Q1 | $3.9M | Buy |
40,394
+6,005
| +17% | +$580K | 1.01% | 25 |
|
|
2022
Q4 | $3.48M | Buy |
34,389
+23,037
| +203% | +$2.33M | 0.92% | 27 |
|
|
2022
Q3 | $977K | Buy |
11,352
+529
| +5% | +$45.5K | 0.32% | 72 |
|
|
2022
Q2 | $1.09M | Buy |
10,823
+40
| +0.4% | +$4.04K | 0.32% | 67 |
|
|
2022
Q1 | $1.08M | Buy |
10,783
+1,783
| +20% | +$178K | 0.25% | 79 |
|
|
2021
Q4 | $862K | Buy |
+9,000
| New | +$862K | 0.24% | 75 |
|