Wheelhouse Advisory Group’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 | $704K | Buy |
3,862
+45
| +1% | +$8.2K | 0.35% | 25 |
|
|
2025
Q1 | $606K | Sell |
3,817
-755
| -17% | -$120K | 0.35% | 27 |
|
|
2024
Q4 | $550K | Buy |
4,572
+11
| +0.2% | +$1.32K | 0.33% | 27 |
|
|
2024
Q3 | $554K | Sell |
4,561
-289
| -6% | -$35.1K | 0.36% | 26 |
|
|
2024
Q2 | $493K | Buy |
4,850
+2,504
| +107% | +$255K | 0.35% | 27 |
|
|
2024
Q1 | $215K | Sell |
2,346
-233
| -9% | -$21.4K | 0.17% | 34 |
|
|
2023
Q4 | $243K | Buy |
+2,579
| New | +$243K | 0.21% | 34 |
|