WealthPLAN Partners’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 | $275K | Sell |
1,511
-292
| -16% | -$53.2K | 0.04% | 227 |
|
|
2025
Q1 | $286K | Buy |
1,803
+45
| +3% | +$7.14K | 0.04% | 219 |
|
|
2024
Q4 | $212K | Buy |
1,758
+30
| +2% | +$3.61K | 0.03% | 233 |
|
|
2024
Q3 | $210K | Buy |
+1,728
| New | +$210K | 0.03% | 248 |
|
|
2023
Q3 | – | Sell |
-1,717
| Closed | -$168K | – | 914 |
|
|
2023
Q2 | $168K | Sell |
1,717
-59
| -3% | -$5.76K | 0.02% | 320 |
|
|
2023
Q1 | $173K | Sell |
1,776
-743
| -29% | -$72.3K | 0.02% | 332 |
|
|
2022
Q4 | $256K | Buy |
+2,519
| New | +$256K | 0.02% | 335 |
|
|
2022
Q1 | $229K | Sell |
2,289
-189
| -8% | -$18.9K | 0.02% | 359 |
|
|
2021
Q4 | $255K | Sell |
2,478
-90
| -4% | -$9.26K | 0.02% | 341 |
|
|
2021
Q3 | $232K | Buy |
+2,568
| New | +$232K | 0.02% | 346 |
|
|
2020
Q1 | – | Sell |
-3,606
| Closed | -$317K | – | 273 |
|
|
2019
Q4 | $317K | Buy |
3,606
+312
| +9% | +$27.4K | 0.04% | 196 |
|
|
2019
Q3 | $279K | Sell |
3,294
-72
| -2% | -$6.1K | 0.04% | 199 |
|
|
2019
Q2 | $283K | Sell |
3,366
-2,509
| -43% | -$211K | 0.04% | 193 |
|
|
2019
Q1 | $502K | Sell |
5,875
-360
| -6% | -$30.8K | 0.08% | 165 |
|
|
2018
Q4 | $521K | Buy |
6,235
+808
| +15% | +$67.5K | 0.08% | 147 |
|
|
2018
Q3 | $470K | Buy |
5,427
+595
| +12% | +$51.5K | 0.09% | 150 |
|
|
2018
Q2 | $390K | Sell |
4,832
-2,075
| -30% | -$167K | 0.08% | 168 |
|
|
2018
Q1 | $687K | Buy |
6,907
+2,391
| +53% | +$238K | 0.15% | 118 |
|
|
2017
Q4 | $477K | Buy |
4,516
+1,041
| +30% | +$110K | 0.13% | 132 |
|
|
2017
Q3 | $386K | Buy |
3,475
+444
| +15% | +$49.3K | 0.11% | 129 |
|
|
2017
Q2 | $356K | Buy |
3,031
+2,926
| +2,787% | +$344K | 0.1% | 125 |
|
|
2017
Q1 | $11.9K | Buy |
+105
| New | +$11.9K | 0.04% | 245 |
|
|
2016
Q3 | $415K | Sell |
4,323
-2,509
| -37% | -$241K | 0.14% | 94 |
|
|
2016
Q2 | $357K | Buy |
+6,832
| New | +$357K | 0.05% | 256 |
|
|
2015
Q4 | $183K | Buy |
+6,954
| New | +$183K | 0.03% | 283 |
|
|
2015
Q2 | $265K | Sell |
3,310
-8
| -0.2% | -$640 | 0.12% | 81 |
|
|
2015
Q1 | $250K | Buy |
+3,318
| New | +$250K | 0.12% | 103 |
|