Waterfront Wealth’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 | – | Sell |
-13,350
| Closed | -$2.12M | – | 270 |
|
|
2025
Q1 | $2.12M | Buy |
13,350
+6
| +0% | +$952 | 0.52% | 54 |
|
|
2024
Q4 | $1.61M | Buy |
13,344
+367
| +3% | +$44.2K | 0.39% | 74 |
|
|
2024
Q3 | $1.71M | Buy |
12,977
+451
| +4% | +$59.3K | 0.42% | 70 |
|
|
2024
Q2 | $1.27M | Buy |
12,526
+286
| +2% | +$29K | 0.34% | 88 |
|
|
2024
Q1 | $1.18M | Buy |
12,240
+416
| +4% | +$40K | 0.33% | 93 |
|
|
2023
Q4 | $1.11M | Buy |
11,824
+271
| +2% | +$25.5K | 0.33% | 92 |
|
|
2023
Q3 | $1.05M | Sell |
11,553
-924
| -7% | -$84.1K | 0.34% | 83 |
|
|
2023
Q2 | $1.21M | Buy |
12,477
+673
| +6% | +$65.3K | 0.36% | 80 |
|
|
2023
Q1 | $1.15M | Buy |
11,804
+515
| +5% | +$50.1K | 0.38% | 76 |
|
|
2022
Q4 | $1.17M | Buy |
11,289
+531
| +5% | +$55.1K | 0.4% | 70 |
|
|
2022
Q3 | $968K | Buy |
10,758
+1,235
| +13% | +$111K | 0.37% | 82 |
|
|
2022
Q2 | $940K | Buy |
9,523
+2,585
| +37% | +$255K | 0.38% | 74 |
|
|
2022
Q1 | $694K | Buy |
6,938
+2,930
| +73% | +$293K | 0.25% | 97 |
|
|
2021
Q4 | $381K | Buy |
4,008
+1,697
| +73% | +$161K | 0.15% | 139 |
|
|
2021
Q3 | $219K | Sell |
2,311
-82
| -3% | -$7.77K | 0.11% | 163 |
|
|
2021
Q2 | $237K | Buy |
+2,393
| New | +$237K | 0.11% | 158 |
|