Adams Wealth 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
Q1 | $948K | Sell |
5,970
-675
| -10% | -$107K | 0.19% | 70 |
|
|
2024
Q4 | $800K | Buy |
6,645
+666
| +11% | +$80.2K | 0.15% | 72 |
|
|
2024
Q3 | $726K | Sell |
5,979
-834
| -12% | -$101K | 0.16% | 72 |
|
|
2024
Q2 | $690K | Sell |
6,813
-1,820
| -21% | -$184K | 0.16% | 66 |
|
|
2024
Q1 | $791K | Sell |
8,633
-190
| -2% | -$17.4K | 0.19% | 67 |
|
|
2023
Q4 | $830K | Sell |
8,823
-108
| -1% | -$10.2K | 0.25% | 63 |
|
|
2023
Q3 | $827K | Buy |
8,931
+665
| +8% | +$61.6K | 0.28% | 61 |
|
|
2023
Q2 | $807K | Buy |
8,266
+289
| +4% | +$28.2K | 0.25% | 66 |
|
|
2023
Q1 | $776K | Buy |
7,977
+1,226
| +18% | +$119K | 0.25% | 70 |
|
|
2022
Q4 | $683K | Buy |
6,751
+651
| +11% | +$65.9K | 0.24% | 67 |
|
|
2022
Q3 | $506K | Sell |
6,100
-596
| -9% | -$49.4K | 0.19% | 61 |
|
|
2022
Q2 | $661K | Sell |
6,696
-133
| -2% | -$13.1K | 0.25% | 39 |
|
|
2022
Q1 | $642K | Sell |
6,829
-216
| -3% | -$20.3K | 0.21% | 40 |
|
|
2021
Q4 | $669K | Sell |
7,045
-886
| -11% | -$84.1K | 0.2% | 42 |
|
|
2021
Q3 | $752K | Sell |
7,931
-1,219
| -13% | -$116K | 0.28% | 33 |
|
|
2021
Q2 | $907K | Sell |
9,150
-324
| -3% | -$32.1K | 0.39% | 30 |
|
|
2021
Q1 | $841K | Buy |
9,474
+289
| +3% | +$25.7K | 0.39% | 36 |
|
|
2020
Q4 | $760K | Sell |
9,185
-324
| -3% | -$26.8K | 0.48% | 33 |
|
|
2020
Q3 | $713K | Sell |
9,509
-253
| -3% | -$19K | 0.56% | 34 |
|
|
2020
Q2 | $684K | Buy |
9,762
+880
| +10% | +$61.7K | 0.7% | 32 |
|
|
2020
Q1 | $648K | Sell |
8,882
-28
| -0.3% | -$2.04K | 0.81% | 29 |
|
|
2019
Q4 | $758K | Buy |
+8,910
| New | +$758K | 0.64% | 46 |
|