Transform 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
Q1 | $400K | Hold |
2,500
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $304K | Buy |
+2,500
| New | +$304K | 0.02% | 214 |
|
|
2022
Q3 | – | Sell |
-3,661
| Closed | -$366K | – | 202 |
|
|
2022
Q2 | $366K | Sell |
3,661
-164
| -4% | -$16.4K | 0.05% | 150 |
|
|
2022
Q1 | $359K | Sell |
3,825
-293
| -7% | -$27.5K | 0.04% | 185 |
|
|
2021
Q4 | $391K | Sell |
4,118
-885
| -18% | -$84K | 0.04% | 171 |
|
|
2021
Q3 | $474K | Buy |
5,003
+258
| +5% | +$24.4K | 0.05% | 165 |
|
|
2021
Q2 | $470K | Buy |
4,745
+11
| +0.2% | +$1.09K | 0.06% | 174 |
|
|
2021
Q1 | $420K | Buy |
4,734
+343
| +8% | +$30.4K | 0.08% | 169 |
|
|
2020
Q4 | $364K | Buy |
4,391
+180
| +4% | +$14.9K | 0.08% | 171 |
|
|
2020
Q3 | $316K | Sell |
4,211
-65
| -2% | -$4.88K | 0.05% | 175 |
|
|
2020
Q2 | $300K | Sell |
4,276
-74
| -2% | -$5.19K | 0.05% | 182 |
|
|
2020
Q1 | $317K | Buy |
4,350
+1,017
| +31% | +$74.1K | 0.07% | 168 |
|
|
2019
Q4 | $284K | Buy |
3,333
+66
| +2% | +$5.62K | 0.05% | 194 |
|
|
2019
Q3 | $248K | Sell |
3,267
-3,135
| -49% | -$238K | 0.04% | 191 |
|
|
2019
Q2 | $502K | Buy |
+6,402
| New | +$502K | 0.07% | 170 |
|