Whalen Wealth Management’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 | – | Sell |
-1,517
| Closed | -$241K | – | 215 |
|
|
2025
Q1 | $241K | Sell |
1,517
-1,058
| -41% | -$168K | 0.16% | 110 |
|
|
2024
Q4 | $310K | Buy |
2,575
+1
| +0% | +$120 | 0.21% | 91 |
|
|
2024
Q3 | $312K | Sell |
2,574
-664
| -21% | -$80.6K | 0.22% | 84 |
|
|
2024
Q2 | $328K | Buy |
+3,238
| New | +$328K | 0.26% | 73 |
|