Trueblood Wealth Management’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 | $482K | Buy |
2,645
+221
| +9% | +$40.3K | 0.2% | 144 |
|
|
2025
Q1 | $385K | Sell |
2,424
-163
| -6% | -$25.9K | 0.18% | 158 |
|
|
2024
Q4 | $311K | Sell |
2,587
-54
| -2% | -$6.5K | 0.15% | 182 |
|
|
2024
Q3 | $321K | Buy |
2,641
+7
| +0.3% | +$850 | 0.16% | 172 |
|
|
2024
Q2 | $267K | Buy |
2,634
+9
| +0.3% | +$912 | 0.15% | 177 |
|
|
2024
Q1 | $241K | Buy |
2,625
+172
| +7% | +$15.8K | 0.14% | 191 |
|
|
2023
Q4 | $231K | Buy |
+2,453
| New | +$231K | 0.14% | 179 |
|