Waypoint Wealth Counsel’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 | $343K | Buy |
1,884
+592
| +46% | +$108K | 0.17% | 94 |
|
|
2025
Q1 | $205K | Buy |
+1,292
| New | +$205K | 0.13% | 112 |
|
|
2023
Q4 | – | Sell |
-2,162
| Closed | -$200K | – | 99 |
|
|
2023
Q3 | $200K | Buy |
2,162
+14
| +0.7% | +$1.3K | 0.19% | 84 |
|
|
2023
Q2 | $210K | Sell |
2,148
-41
| -2% | -$4K | 0.19% | 82 |
|
|
2023
Q1 | $213K | Buy |
2,189
+26
| +1% | +$2.53K | 0.17% | 84 |
|
|
2022
Q4 | $219K | Buy |
+2,163
| New | +$219K | 0.18% | 85 |
|