True Wealth Design’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 | $127K | Buy |
696
+30
| +5% | +$5.46K | 0.04% | 82 |
|
|
2025
Q1 | $106K | Sell |
666
-79
| -11% | -$12.5K | 0.04% | 82 |
|
|
2024
Q4 | $89.7K | Buy |
745
+561
| +305% | +$67.5K | 0.03% | 81 |
|
|
2024
Q3 | $22.4K | Buy |
184
+2
| +1% | +$243 | 0.01% | 311 |
|
|
2024
Q2 | $18.4K | Buy |
182
+3
| +2% | +$304 | ﹤0.01% | 216 |
|
|
2024
Q1 | $16.4K | Sell |
179
-64
| -26% | -$5.87K | ﹤0.01% | 221 |
|
|
2023
Q4 | $22.8K | Buy |
243
+3
| +1% | +$282 | 0.01% | 196 |
|
|
2023
Q3 | $22.3K | Buy |
240
+2
| +0.8% | +$186 | 0.01% | 174 |
|
|
2023
Q2 | $23.3K | Sell |
238
-198
| -45% | -$19.3K | 0.01% | 181 |
|
|
2023
Q1 | $42.4K | Buy |
436
+2
| +0.5% | +$195 | 0.02% | 168 |
|
|
2022
Q4 | $43.9K | Buy |
+434
| New | +$43.9K | 0.02% | 152 |
|