Wealth 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 | $1.3M | Sell |
7,140
-3,478
| -33% | -$633K | 1.29% | 20 |
|
|
2025
Q1 | $1.69M | Buy |
10,618
+57
| +0.5% | +$9.05K | 1.09% | 22 |
|
|
2024
Q4 | $1.27M | Buy |
10,561
+364
| +4% | +$43.8K | 0.82% | 27 |
|
|
2024
Q3 | $1.24M | Sell |
10,197
-282
| -3% | -$34.2K | 0.83% | 28 |
|
|
2024
Q2 | $1.06M | Sell |
10,479
-85
| -0.8% | -$8.61K | 0.76% | 33 |
|
|
2024
Q1 | $968K | Buy |
+10,564
| New | +$968K | 0.73% | 38 |
|