Wealth Quarterback’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 | $833K | Buy |
4,571
+12
| +0.3% | +$2.19K | 0.39% | 61 |
|
2025
Q1 | $724K | Sell |
4,559
-51
| -1% | -$8.1K | 0.41% | 59 |
|
2024
Q4 | $555K | Sell |
4,610
-45
| -1% | -$5.42K | 0.26% | 64 |
|
2024
Q3 | $565K | Hold |
4,655
| – | – | 0.29% | 66 |
|
2024
Q2 | $472K | Sell |
4,655
-106
| -2% | -$10.7K | 0.27% | 71 |
|
2024
Q1 | $436K | Sell |
4,761
-5
| -0.1% | -$458 | 0.24% | 77 |
|
2023
Q4 | $448K | Buy |
4,766
+58
| +1% | +$5.46K | 0.27% | 79 |
|
2023
Q3 | $436K | Buy |
4,708
+21
| +0.4% | +$1.94K | 0.38% | 71 |
|
2023
Q2 | $458K | Buy |
4,687
+24
| +0.5% | +$2.34K | 0.32% | 71 |
|
2023
Q1 | $453K | Buy |
4,663
+23
| +0.5% | +$2.24K | 0.38% | 62 |
|
2022
Q4 | $470K | Buy |
4,640
+27
| +0.6% | +$2.73K | 0.39% | 61 |
|
2022
Q3 | $383K | Buy |
4,613
+24
| +0.5% | +$1.99K | 0.41% | 61 |
|
2022
Q2 | $453K | Buy |
+4,589
| New | +$453K | 0.35% | 64 |
|
2021
Q3 | $430K | Buy |
25,385
+20,563
| +426% | +$348K | 0.29% | 71 |
|
2021
Q2 | $479K | Buy |
+4,822
| New | +$479K | 0.29% | 69 |
|
2020
Q4 | $417K | Sell |
5,035
-1,983
| -28% | -$164K | 0.35% | 69 |
|
2020
Q3 | $492K | Hold |
7,018
| – | – | 0.45% | 58 |
|
2020
Q2 | $492K | Sell |
7,018
-124
| -2% | -$8.69K | 0.45% | 58 |
|
2020
Q1 | $521K | Sell |
7,142
-24,390
| -77% | -$1.78M | 0.48% | 46 |
|
2019
Q4 | $638K | Buy |
+31,532
| New | +$638K | 0.55% | 42 |
|