Trajan Wealth’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 | $18.4M | Buy |
100,805
+16,318
| +19% | +$2.97M | 0.9% | 34 |
|
|
2025
Q1 | $13.4M | Buy |
84,487
+9,532
| +13% | +$1.51M | 0.73% | 40 |
|
|
2024
Q4 | $9.02M | Buy |
74,955
+7,682
| +11% | +$925K | 0.5% | 51 |
|
|
2024
Q3 | $8.17M | Buy |
67,273
+9,294
| +16% | +$1.13M | 0.48% | 51 |
|
|
2024
Q2 | $5.88M | Buy |
57,979
+7,553
| +15% | +$765K | 0.38% | 58 |
|
|
2024
Q1 | $4.62M | Buy |
+50,426
| New | +$4.62M | 0.31% | 71 |
|