Vest Financial’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 | $3.88M | Buy |
21,330
+6,015
| +39% | +$1.1M | 0.06% | 204 |
|
|
2025
Q1 | $2.43M | Buy |
15,315
+6,487
| +73% | +$1.03M | 0.04% | 220 |
|
|
2024
Q4 | $1.06M | Buy |
8,828
+1,042
| +13% | +$125K | 0.02% | 226 |
|
|
2024
Q3 | $945K | Buy |
7,786
+5,165
| +197% | +$627K | 0.02% | 224 |
|
|
2024
Q2 | $266K | Sell |
2,621
-76
| -3% | -$7.7K | 0.01% | 242 |
|
|
2024
Q1 | $247K | Buy |
+2,697
| New | +$247K | 0.01% | 251 |
|