World Equity 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
$372K Buy
2,042
+197
+11% +$35.9K 0.1% 210
2025
Q1
$276K Sell
1,845
-1,955
-51% -$293K 0.08% 240
2024
Q4
$457K Buy
3,800
+1,974
+108% +$238K 0.1% 203
2024
Q3
$222K Sell
1,826
-1,002
-35% -$122K 0.08% 239
2024
Q2
$287K Sell
2,828
-2,628
-48% -$266K 0.09% 211
2024
Q1
$500K Sell
5,456
-1,100
-17% -$101K 0.1% 188
2023
Q4
$617K Hold
6,556
0.12% 170
2023
Q3
$607K Buy
6,556
+3,274
+100% +$303K 0.13% 177
2023
Q2
$320K Sell
3,282
-202,005
-98% -$19.7M 0.09% 237
2023
Q1
$5.27M Buy
205,287
+201,748
+5,701% +$5.18M 0.79% 18
2022
Q4
$358K Buy
3,539
+61
+2% +$6.17K 0.09% 227
2022
Q3
$289K Sell
3,478
-2,700
-44% -$224K 0.07% 250
2022
Q2
$610K Buy
6,178
+784
+15% +$77.4K 0.15% 156
2022
Q1
$507K Buy
+5,394
New +$507K 0.11% 209