Syverson Strege & Co’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 | $510K | Buy |
+2,798
| New | +$510K | 0.12% | 70 |
|
2023
Q2 | – | Sell |
-50
| Closed | -$4.86K | – | 470 |
|
2023
Q1 | $4.86K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
2022
Q4 | $5.06K | Hold |
50
| – | – | ﹤0.01% | 219 |
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 228 |
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 259 |
|
2022
Q1 | $5K | Hold |
50
| – | – | 0.01% | 243 |
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 238 |
|