Wolff Financial 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 | $824K | Hold |
4,523
| – | – | 0.21% | 47 |
|
|
2025
Q1 | $718K | Hold |
4,523
| – | – | 0.2% | 51 |
|
|
2024
Q4 | $544K | Hold |
4,523
| – | – | 0.15% | 63 |
|
|
2024
Q3 | $549K | Buy |
+4,523
| New | +$549K | 0.15% | 64 |
|
|
2024
Q2 | – | Sell |
-4,523
| Closed | -$414K | – | 75 |
|
|
2024
Q1 | $414K | Hold |
4,523
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $426K | Hold |
4,523
| – | – | 0.13% | 74 |
|
|
2023
Q3 | $419K | Buy |
+4,523
| New | +$419K | 0.14% | 72 |
|
|
2023
Q2 | – | Sell |
-4,523
| Closed | -$440K | – | 79 |
|
|
2023
Q1 | $440K | Hold |
4,523
| – | – | 0.15% | 74 |
|
|
2022
Q4 | $458K | Hold |
4,523
| – | – | 0.17% | 69 |
|
|
2022
Q3 | $375K | Hold |
4,523
| – | – | 0.17% | 75 |
|
|
2022
Q2 | $447K | Buy |
4,523
+175
| +4% | +$17.3K | 0.2% | 72 |
|
|
2022
Q1 | $408K | Sell |
4,348
-175
| -4% | -$16.4K | 0.16% | 79 |
|
|
2021
Q4 | $430K | Buy |
+4,523
| New | +$430K | 0.16% | 81 |
|
|
2021
Q1 | $401K | Hold |
4,523
| – | – | 0.18% | 79 |
|
|
2020
Q4 | $374K | Hold |
4,523
| – | – | 0.2% | 72 |
|
|
2020
Q3 | $339K | Hold |
4,523
| – | – | 0.2% | 67 |
|
|
2020
Q2 | $317K | Hold |
4,523
| – | – | 0.2% | 69 |
|
|
2020
Q1 | $330K | Hold |
4,523
| – | – | 0.25% | 62 |
|
|
2019
Q4 | $385K | Hold |
4,523
| – | – | 0.26% | 63 |
|
|
2019
Q3 | $343K | Sell |
4,523
-350
| -7% | -$26.5K | 0.25% | 64 |
|
|
2019
Q2 | $383K | Hold |
4,873
| – | – | 0.29% | 59 |
|
|
2019
Q1 | $431K | Hold |
4,873
| – | – | 0.36% | 51 |
|
|
2018
Q4 | $325K | Buy |
+4,873
| New | +$325K | 0.32% | 64 |
|