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Tilson Financial Group’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
1,804
-171
-9% -$31.2K 0.12% 59
2025
Q1
$313K Hold
1,975
0.12% 60
2024
Q4
$238K Buy
1,975
+30
+2% +$3.62K 0.1% 64
2024
Q3
$236K Buy
+1,945
New +$236K 0.1% 67
2023
Q2
Sell
-2,052
Closed -$200K 49
2023
Q1
$200K Hold
2,052
0.16% 59
2022
Q4
$208K Buy
+2,052
New +$208K 0.18% 59