Westshore Wealth’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 | $717K | Hold |
3,939
| – | – | 0.28% | 35 |
|
|
2025
Q1 | $625K | Sell |
3,939
-328
| -8% | -$52.1K | 0.26% | 30 |
|
|
2024
Q4 | $513K | Hold |
4,267
| – | – | 0.21% | 36 |
|
|
2024
Q3 | $518K | Hold |
4,267
| – | – | 0.21% | 36 |
|
|
2024
Q2 | $432K | Hold |
4,267
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $391K | Hold |
4,267
| – | – | 0.16% | 49 |
|
|
2023
Q4 | $401K | Sell |
4,267
-39
| -0.9% | -$3.67K | 0.19% | 43 |
|
|
2023
Q3 | $399K | Buy |
4,306
+39
| +0.9% | +$3.61K | 0.22% | 36 |
|
|
2023
Q2 | $417K | Sell |
4,267
-20
| -0.5% | -$1.95K | 0.21% | 40 |
|
|
2023
Q1 | $417K | Buy |
4,287
+20
| +0.5% | +$1.95K | 0.22% | 52 |
|
|
2022
Q4 | $432K | Hold |
4,267
| – | – | 0.25% | 48 |
|
|
2022
Q3 | $354K | Sell |
4,267
-2,925
| -41% | -$243K | 0.24% | 45 |
|
|
2022
Q2 | $710K | Buy |
7,192
+2,604
| +57% | +$257K | 0.46% | 27 |
|
|
2022
Q1 | $431K | Sell |
4,588
-418
| -8% | -$39.3K | 0.29% | 44 |
|
|
2021
Q4 | $476K | Buy |
5,006
+152
| +3% | +$14.5K | 0.33% | 41 |
|
|
2021
Q3 | $460K | Sell |
4,854
-4,241
| -47% | -$402K | 0.37% | 38 |
|
|
2021
Q2 | $901K | Buy |
9,095
+4
| +0% | +$396 | 0.46% | 39 |
|
|
2021
Q1 | $807K | Buy |
+9,091
| New | +$807K | 0.46% | 36 |
|
|
2019
Q4 | $419K | Buy |
+4,924
| New | +$419K | 0.46% | 46 |
|