AWM
Activest Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,409
+32
| +2% | +$5.83K | 0.06% | 87 |
|
|
2025
Q1 | $219K | Sell |
1,377
-150
| -10% | -$23.8K | 0.06% | 89 |
|
|
2024
Q4 | $184K | Sell |
1,527
-175
| -10% | -$21.1K | 0.05% | 89 |
|
|
2024
Q3 | $207K | Buy |
1,702
+600
| +54% | +$72.8K | 0.06% | 80 |
|
|
2024
Q2 | $112K | Buy |
+1,102
| New | +$112K | 0.04% | 121 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$47K | – | 437 |
|
|
2023
Q4 | $47K | Buy |
500
+472
| +1,686% | +$44.4K | 0.03% | 103 |
|
|
2023
Q3 | $2.6K | Hold |
28
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $2.6K | Hold |
28
| – | – | ﹤0.01% | 256 |
|
|
2023
Q1 | $2.66K | Buy |
+28
| New | +$2.66K | ﹤0.01% | 241 |
|