TritonPoint 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 | $754K | Buy |
4,107
+1,012
| +33% | +$186K | 0.07% | 178 |
|
|
2025
Q1 | $495K | Buy |
3,095
+294
| +10% | +$47.1K | 0.05% | 215 |
|
|
2024
Q4 | $341K | Buy |
2,801
+765
| +38% | +$93.1K | 0.03% | 255 |
|
|
2024
Q3 | $248K | Buy |
+2,036
| New | +$248K | 0.02% | 299 |
|
|
2024
Q1 | – | Sell |
-2,343
| Closed | -$223K | – | 318 |
|
|
2023
Q4 | $223K | Buy |
+2,343
| New | +$223K | 0.02% | 313 |
|