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