Wayfinding 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 | $324K | Buy |
1,988
+25
| +1% | +$4.07K | 0.14% | 94 |
|
|
2025
Q1 | $314K | Buy |
1,963
+9
| +0.5% | +$1.44K | 0.14% | 94 |
|
|
2024
Q4 | $235K | Buy |
+1,954
| New | +$235K | 0.13% | 116 |
|
|
2024
Q1 | – | Sell |
-2,127
| Closed | -$200K | – | 132 |
|
|
2023
Q4 | $200K | Sell |
2,127
-527
| -20% | -$49.6K | 0.14% | 112 |
|
|
2023
Q3 | $246K | Buy |
2,654
+201
| +8% | +$18.6K | 0.19% | 93 |
|
|
2023
Q2 | $244K | Sell |
2,453
-1,099
| -31% | -$109K | 0.17% | 96 |
|
|
2023
Q1 | $350K | Buy |
+3,552
| New | +$350K | 0.27% | 63 |
|