Wealth Alliance’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 | $2.88M | Sell |
15,808
-4,590
| -23% | -$836K | 0.32% | 62 |
|
|
2025
Q1 | $3.24M | Buy |
20,398
+460
| +2% | +$73K | 0.39% | 53 |
|
|
2024
Q4 | $2.4M | Sell |
19,938
-2,638
| -12% | -$317K | 0.29% | 74 |
|
|
2024
Q3 | $2.74M | Sell |
22,576
-5,490
| -20% | -$666K | 0.33% | 58 |
|
|
2024
Q2 | $2.84M | Buy |
28,066
+221
| +0.8% | +$22.4K | 0.37% | 49 |
|
|
2024
Q1 | $2.55M | Buy |
27,845
+28
| +0.1% | +$2.57K | 0.33% | 57 |
|
|
2023
Q4 | $2.62M | Buy |
27,817
+123
| +0.4% | +$11.6K | 0.37% | 49 |
|
|
2023
Q3 | $2.56M | Buy |
27,694
+835
| +3% | +$77.3K | 0.4% | 50 |
|
|
2023
Q2 | $2.62M | Buy |
26,859
+1,553
| +6% | +$152K | 0.39% | 41 |
|
|
2023
Q1 | $2.46M | Buy |
25,306
+1,709
| +7% | +$166K | 0.4% | 44 |
|
|
2022
Q4 | $2.39M | Sell |
23,597
-962
| -4% | -$97.4K | 0.42% | 40 |
|
|
2022
Q3 | $2.04M | Buy |
24,559
+2,114
| +9% | +$175K | 0.4% | 42 |
|
|
2022
Q2 | $2.22M | Buy |
22,445
+498
| +2% | +$49.2K | 0.43% | 41 |
|
|
2022
Q1 | $2.06M | Sell |
21,947
-1,434
| -6% | -$135K | 0.42% | 42 |
|
|
2021
Q4 | $2.22M | Sell |
23,381
-154
| -0.7% | -$14.6K | 0.45% | 42 |
|
|
2021
Q3 | $2.23M | Sell |
23,535
-684
| -3% | -$64.8K | 0.5% | 41 |
|
|
2021
Q2 | $2.4M | Buy |
24,219
+494
| +2% | +$49K | 0.57% | 36 |
|
|
2021
Q1 | $2.11M | Buy |
23,725
+675
| +3% | +$59.9K | 0.59% | 31 |
|
|
2020
Q4 | $1.91M | Buy |
23,050
+2,046
| +10% | +$169K | 0.56% | 34 |
|
|
2020
Q3 | $1.58M | Buy |
21,004
+4,606
| +28% | +$345K | 0.57% | 36 |
|
|
2020
Q2 | $1.15M | Sell |
16,398
-350
| -2% | -$24.5K | 0.45% | 52 |
|
|
2020
Q1 | $1.22M | Sell |
16,748
-1,481
| -8% | -$108K | 0.66% | 31 |
|
|
2019
Q4 | $1.55M | Buy |
+18,229
| New | +$1.55M | 1.1% | 32 |
|