Vantage Financial Partners (Wisconsin)’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 | $286K | Buy |
1,568
+3
| +0.2% | +$546 | 0.07% | 157 |
|
|
2025
Q1 | $248K | Buy |
+1,565
| New | +$248K | 0.06% | 161 |
|
|
2024
Q4 | – | Sell |
-1,857
| Closed | -$225K | – | 200 |
|
|
2024
Q3 | $225K | Buy |
+1,857
| New | +$225K | 0.06% | 166 |
|
|
2023
Q3 | – | Sell |
-2,915
| Closed | -$285K | – | 97 |
|
|
2023
Q2 | $285K | Buy |
+2,915
| New | +$285K | 0.11% | 63 |
|