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 |
|