Tradition 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
$870K Buy
4,774
+507
+12% +$92.3K 0.07% 196
2025
Q1
$677K Buy
4,267
+65
+2% +$10.3K 0.06% 208
2024
Q4
$506K Buy
4,202
+155
+4% +$18.7K 0.04% 241
2024
Q3
$491K Sell
4,047
-11
-0.3% -$1.34K 0.04% 248
2024
Q2
$411K Buy
4,058
+326
+9% +$33K 0.04% 264
2024
Q1
$342K Buy
3,732
+10
+0.3% +$916 0.03% 284
2023
Q4
$350K Buy
3,722
+36
+1% +$3.39K 0.04% 250
2023
Q3
$341K Sell
3,686
-577
-14% -$53.4K 0.04% 231
2023
Q2
$416K Buy
4,263
+27
+0.6% +$2.64K 0.05% 201
2023
Q1
$412K Buy
4,236
+317
+8% +$30.8K 0.05% 203
2022
Q4
$397K Buy
3,919
+449
+13% +$45.5K 0.06% 190
2022
Q3
$288K Buy
3,470
+821
+31% +$68.1K 0.04% 211
2022
Q2
$262K Buy
2,649
+262
+11% +$25.9K 0.04% 235
2022
Q1
$224K Buy
2,387
+172
+8% +$16.1K 0.03% 280
2021
Q4
$210K Buy
2,215
+2
+0.1% +$190 0.03% 297
2021
Q3
$210K Buy
2,213
+2
+0.1% +$190 0.03% 269
2021
Q2
$219K Buy
2,211
+179
+9% +$17.7K 0.03% 271
2021
Q1
$180K Buy
2,032
+52
+3% +$4.61K 0.03% 259
2020
Q4
$164K Buy
+1,980
New +$164K 0.03% 250