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 |
|