Thrive Wealth Management’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 | $1.21M | Sell |
6,628
-155
| -2% | -$28.2K | 0.19% | 58 |
|
2025
Q1 | $1.08M | Sell |
6,783
-307
| -4% | -$48.7K | 0.21% | 59 |
|
2024
Q4 | $853K | Sell |
7,090
-154
| -2% | -$18.5K | 0.15% | 80 |
|
2024
Q3 | $879K | Sell |
7,244
-55
| -0.8% | -$6.68K | 0.16% | 79 |
|
2024
Q2 | $740K | Sell |
7,299
-661
| -8% | -$67K | 0.14% | 89 |
|
2024
Q1 | $729K | Buy |
7,960
+1,272
| +19% | +$117K | 0.15% | 85 |
|
2023
Q4 | $629K | Sell |
6,688
-1,798
| -21% | -$169K | 0.14% | 92 |
|
2023
Q3 | $786K | Buy |
8,486
+710
| +9% | +$65.7K | 0.21% | 67 |
|
2023
Q2 | $759K | Buy |
7,776
+571
| +8% | +$55.7K | 0.2% | 74 |
|
2023
Q1 | $701K | Buy |
7,205
+588
| +9% | +$57.2K | 0.18% | 73 |
|
2022
Q4 | $670K | Buy |
6,617
+542
| +9% | +$54.9K | 0.19% | 69 |
|
2022
Q3 | $504K | Buy |
6,075
+1,056
| +21% | +$87.6K | 0.18% | 80 |
|
2022
Q2 | $496K | Buy |
5,019
+378
| +8% | +$37.4K | 0.17% | 77 |
|
2022
Q1 | $436K | Sell |
4,641
-337
| -7% | -$31.7K | 0.13% | 96 |
|
2021
Q4 | $473K | Buy |
+4,978
| New | +$473K | 0.16% | 80 |
|