TrinityPoint Wealth’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.78M	Buy	14,831 +188	+1%	+$22.6K	0.25%	95
2024 Q3	$1.78M	Sell	14,643 -1,469	-9%	-$178K	0.26%	98
2024 Q2	$1.63M	Buy	16,112 +152	+1%	+$15.4K	0.26%	100
2024 Q1	$1.46M	Sell	15,960 -9,593	-38%	-$879K	0.24%	98
2023 Q4	$2.4M	Buy	25,553 +35	+0.1%	+$3.29K	0.44%	60
2023 Q3	$2.36M	Buy	25,518 +542	+2%	+$50.2K	0.47%	57
2023 Q2	$2.44M	Buy	24,976 +577	+2%	+$56.3K	0.48%	57
2023 Q1	$2.37M	Buy	24,399 +1,475	+6%	+$143K	0.51%	51
2022 Q4	$2.32M	Buy	22,924 +195	+0.9%	+$19.7K	0.53%	50
2022 Q3	$1.89M	Buy	22,729 +61	+0.3%	+$5.06K	0.43%	65
2022 Q2	$2.24M	Buy	22,668 +1,441	+7%	+$142K	0.49%	57
2022 Q1	$1.99M	Sell	21,227 -156	-0.7%	-$14.7K	0.36%	67
2021 Q4	$2.03M	Sell	21,383 -170	-0.8%	-$16.1K	0.36%	68
2021 Q3	$2.04M	Sell	21,553 -809	-4%	-$76.7K	0.39%	64
2021 Q2	$2.22M	Sell	22,362 -129	-0.6%	-$12.8K	0.45%	55
2021 Q1	$2M	Buy	22,491 +34	+0.2%	+$3.02K	0.46%	59
2020 Q4	$1.84M	Sell	22,457 -140	-0.6%	-$11.5K	0.44%	62
2020 Q3	$1.7M	Buy	22,597 +8,221	+57%	+$617K	0.47%	59
2020 Q2	$1.01M	Buy	14,376 +37	+0.3%	+$2.59K	0.32%	87
2020 Q1	$1.05M	Buy	14,339 +467	+3%	+$34.1K	0.41%	66
2019 Q4	$1.18M	Buy	13,872 +300	+2%	+$25.5K	0.4%	65
2019 Q3	$1.13M	Buy	13,572 +335	+3%	+$27.9K	0.39%	69
2019 Q2	$1.13M	Buy	13,237 +64	+0.5%	+$5.44K	0.54%	50
2019 Q1	$1.16M	Buy	13,173 +878	+7%	+$77.6K	0.57%	52
2018 Q4	$821K	Buy	+12,295	New	+$821K	0.5%	60