AWM
Accurate Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
11,270
+434
| +4% | +$78.5K | 0.31% | 83 |
|
|
2025
Q1 | $1.67M | Buy |
10,836
+655
| +6% | +$101K | 0.32% | 80 |
|
|
2024
Q4 | $1.2M | Buy |
10,181
+399
| +4% | +$46.9K | 0.23% | 105 |
|
|
2024
Q3 | $1.18M | Sell |
9,782
-265
| -3% | -$31.9K | 0.24% | 101 |
|
|
2024
Q2 | $1.06M | Buy |
10,047
+274
| +3% | +$28.8K | 0.25% | 90 |
|
|
2024
Q1 | $916K | Sell |
9,773
-276
| -3% | -$25.9K | 0.27% | 85 |
|
|
2023
Q4 | $956K | Sell |
10,049
-588
| -6% | -$55.9K | 0.3% | 79 |
|
|
2023
Q3 | $993K | Buy |
10,637
+951
| +10% | +$88.8K | 0.31% | 75 |
|
|
2023
Q2 | $964K | Buy |
9,686
+1,259
| +15% | +$125K | 0.3% | 77 |
|
|
2023
Q1 | $831K | Buy |
8,427
+3,222
| +62% | +$318K | 0.29% | 84 |
|
|
2022
Q4 | $532K | Sell |
5,205
-248
| -5% | -$25.3K | 0.2% | 98 |
|
|
2022
Q3 | $467K | Buy |
5,453
+1,197
| +28% | +$103K | 0.19% | 97 |
|
|
2022
Q2 | $411K | Buy |
4,256
+172
| +4% | +$16.6K | 0.22% | 89 |
|
|
2022
Q1 | $384K | Buy |
4,084
+647
| +19% | +$60.8K | 0.17% | 106 |
|
|
2021
Q4 | $333K | Sell |
3,437
-131
| -4% | -$12.7K | 0.27% | 100 |
|
|
2021
Q3 | $345K | Buy |
3,568
+244
| +7% | +$23.6K | 0.3% | 93 |
|
|
2021
Q2 | $329K | Buy |
+3,324
| New | +$329K | 0.29% | 85 |
|