Waller Financial Planning Group’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 | $428K | Sell |
2,350
-100
| -4% | -$18.2K | 0.1% | 53 |
|
|
2025
Q1 | $389K | Buy |
2,450
+100
| +4% | +$15.9K | 0.11% | 55 |
|
|
2024
Q4 | $283K | Hold |
2,350
| – | – | 0.07% | 58 |
|
|
2024
Q3 | $285K | Buy |
+2,350
| New | +$285K | 0.07% | 57 |
|
|
2024
Q2 | – | Sell |
-3,084
| Closed | -$283K | – | 71 |
|
|
2024
Q1 | $283K | Sell |
3,084
-226
| -7% | -$20.7K | 0.08% | 55 |
|
|
2023
Q4 | $311K | Hold |
3,310
| – | – | 0.08% | 49 |
|
|
2023
Q3 | $306K | Hold |
3,310
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $323K | Hold |
3,310
| – | – | 0.09% | 47 |
|
|
2023
Q1 | $322K | Sell |
3,310
-304
| -8% | -$29.6K | 0.09% | 47 |
|
|
2022
Q4 | $366K | Hold |
3,614
| – | – | 0.11% | 43 |
|
|
2022
Q3 | $300K | Buy |
3,614
+100
| +3% | +$8.3K | 0.09% | 43 |
|
|
2022
Q2 | $347K | Hold |
3,514
| – | – | 0.1% | 43 |
|
|
2022
Q1 | $330K | Hold |
3,514
| – | – | 0.09% | 39 |
|
|
2021
Q4 | $334K | Hold |
3,514
| – | – | 0.08% | 40 |
|
|
2021
Q3 | $333K | Hold |
3,514
| – | – | 0.09% | 38 |
|
|
2021
Q2 | $348K | Hold |
3,514
| – | – | 0.09% | 40 |
|
|
2021
Q1 | $312K | Hold |
3,514
| – | – | 0.09% | 42 |
|
|
2020
Q4 | $291K | Sell |
3,514
-35
| -1% | -$2.9K | 0.09% | 42 |
|
|
2020
Q3 | $266K | Hold |
3,549
| – | – | 0.1% | 43 |
|
|
2020
Q2 | $249K | Hold |
3,549
| – | – | 0.1% | 45 |
|
|
2020
Q1 | $259K | Sell |
3,549
-535
| -13% | -$39K | 0.14% | 40 |
|
|
2019
Q4 | $348K | Sell |
4,084
-120
| -3% | -$10.2K | 0.17% | 41 |
|
|
2019
Q3 | $345K | Sell |
4,204
-35
| -0.8% | -$2.87K | 0.18% | 39 |
|
|
2019
Q2 | $344K | Buy |
4,239
+500
| +13% | +$40.6K | 0.19% | 40 |
|
|
2019
Q1 | $322K | Buy |
3,739
+45
| +1% | +$3.88K | 0.19% | 39 |
|
|
2018
Q4 | $247K | Buy |
+3,694
| New | +$247K | 0.17% | 40 |
|