Teamwork Financial Advisors’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 | $466K | Buy |
2,559
+164
| +7% | +$29.9K | 0.05% | 116 |
|
|
2025
Q1 | $380K | Buy |
2,395
+313
| +15% | +$49.7K | 0.05% | 119 |
|
|
2024
Q4 | $251K | Buy |
2,082
+62
| +3% | +$7.46K | 0.03% | 144 |
|
|
2024
Q3 | $245K | Sell |
2,020
-160
| -7% | -$19.4K | 0.03% | 140 |
|
|
2024
Q2 | $221K | Sell |
2,180
-4,928
| -69% | -$499K | 0.03% | 126 |
|
|
2024
Q1 | $651K | Sell |
7,108
-9,942
| -58% | -$911K | 0.1% | 90 |
|
|
2023
Q4 | $1.6M | Sell |
17,050
-2,416
| -12% | -$227K | 0.28% | 49 |
|
|
2023
Q3 | $1.8M | Buy |
19,466
+2,930
| +18% | +$271K | 0.29% | 56 |
|
|
2023
Q2 | $1.61M | Sell |
16,536
-2,151
| -12% | -$210K | 0.26% | 64 |
|
|
2023
Q1 | $1.82M | Buy |
18,687
+4,180
| +29% | +$407K | 0.34% | 51 |
|
|
2022
Q4 | $1.47M | Buy |
14,507
+507
| +4% | +$51.3K | 0.3% | 55 |
|
|
2022
Q3 | $1.16M | Sell |
14,000
-22,622
| -62% | -$1.88M | 0.25% | 64 |
|
|
2022
Q2 | $3.62M | Buy |
36,622
+4,655
| +15% | +$460K | 0.79% | 23 |
|
|
2022
Q1 | $3M | Buy |
31,967
+19,475
| +156% | +$1.83M | 0.56% | 45 |
|
|
2021
Q4 | $1.19M | Buy |
12,492
+9,999
| +401% | +$950K | 0.22% | 96 |
|
|
2021
Q3 | $236K | Buy |
+2,493
| New | +$236K | 0.05% | 246 |
|