WealthShield 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 | $565K | Sell |
3,100
-66
| -2% | -$12K | 0.07% | 221 |
|
|
2025
Q1 | $505K | Buy |
3,166
+412
| +15% | +$65.7K | 0.06% | 219 |
|
|
2024
Q4 | $334K | Sell |
2,754
-1,144
| -29% | -$139K | 0.05% | 237 |
|
|
2024
Q3 | $477K | Buy |
3,898
+28
| +0.7% | +$3.42K | 0.06% | 216 |
|
|
2024
Q2 | $397K | Sell |
3,870
-86
| -2% | -$8.83K | 0.06% | 218 |
|
|
2024
Q1 | $368K | Buy |
3,956
+202
| +5% | +$18.8K | 0.06% | 216 |
|
|
2023
Q4 | $358K | Sell |
3,754
-31
| -0.8% | -$2.96K | 0.06% | 226 |
|
|
2023
Q3 | $355K | Sell |
3,785
-249
| -6% | -$23.4K | 0.05% | 234 |
|
|
2023
Q2 | $399K | Sell |
4,034
-62
| -2% | -$6.13K | 0.06% | 222 |
|
|
2023
Q1 | $404K | Buy |
4,096
+1
| +0% | +$99 | 0.07% | 222 |
|
|
2022
Q4 | $420K | Buy |
4,095
+305
| +8% | +$31.3K | 0.08% | 213 |
|
|
2022
Q3 | $319K | Buy |
3,790
+14
| +0.4% | +$1.18K | 0.06% | 240 |
|
|
2022
Q2 | $378K | Buy |
3,776
+39
| +1% | +$3.9K | 0.07% | 225 |
|
|
2022
Q1 | $356K | Sell |
3,737
-53
| -1% | -$5.05K | 0.06% | 271 |
|
|
2021
Q4 | $360K | Buy |
3,790
+1,459
| +63% | +$139K | 0.06% | 216 |
|
|
2021
Q3 | $221K | Sell |
2,331
-7,327
| -76% | -$695K | 0.06% | 219 |
|
|
2021
Q2 | $957K | Sell |
9,658
-154
| -2% | -$15.3K | 0.15% | 106 |
|
|
2021
Q1 | $871K | Sell |
9,812
-1,006
| -9% | -$89.3K | 0.16% | 108 |
|
|
2020
Q4 | $896K | Buy |
10,818
+1,176
| +12% | +$97.4K | 0.17% | 116 |
|
|
2020
Q3 | $723K | Buy |
9,642
+6,464
| +203% | +$485K | 0.25% | 88 |
|
|
2020
Q2 | $223K | Buy |
+3,178
| New | +$223K | 0.1% | 187 |
|
|
2020
Q1 | – | Sell |
-2,633
| Closed | -$224K | – | 297 |
|
|
2019
Q4 | $224K | Buy |
2,633
+1
| +0% | +$85 | 0.11% | 166 |
|
|
2019
Q3 | $200K | Buy |
+2,632
| New | +$200K | 0.11% | 165 |
|
|
2019
Q2 | – | Sell |
-2,879
| Closed | -$256K | – | 268 |
|
|
2019
Q1 | $256K | Buy |
+2,879
| New | +$256K | 0.14% | 118 |
|
|
2018
Q4 | – | Sell |
-2,834
| Closed | -$234K | – | 273 |
|
|
2018
Q3 | $234K | Hold |
2,834
| – | – | 0.13% | 117 |
|
|
2018
Q2 | $232K | Buy |
2,834
+90
| +3% | +$7.37K | 0.14% | 108 |
|
|
2018
Q1 | $276K | Buy |
2,744
+121
| +5% | +$12.2K | 0.17% | 95 |
|
|
2017
Q4 | $274K | Buy |
+2,623
| New | +$274K | 0.17% | 104 |
|