AllSquare Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $357K | Hold |
2,202
| – | – | 0.19% | 76 |
|
|
2025
Q2 | $401K | Hold |
2,202
| – | – | 0.23% | 66 |
|
|
2025
Q1 | $350K | Hold |
2,202
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $265K | Hold |
2,202
| – | – | 0.15% | 86 |
|
|
2024
Q3 | $267K | Hold |
2,202
| – | – | 0.15% | 88 |
|
|
2024
Q2 | $223K | Hold |
2,202
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $202K | Sell |
2,202
-54
| -2% | -$4.98K | 0.12% | 104 |
|
|
2023
Q4 | $212K | Hold |
2,256
| – | – | 0.13% | 99 |
|
|
2023
Q3 | $209K | Hold |
2,256
| – | – | 0.14% | 94 |
|
|
2023
Q2 | $204K | Hold |
2,256
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $219K | Hold |
2,256
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $228K | Hold |
2,256
| – | – | 0.16% | 82 |
|
|
2022
Q3 | $187K | Hold |
2,256
| – | – | 0.14% | 84 |
|
|
2022
Q2 | $223K | Hold |
2,256
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $212K | Buy |
2,256
+54
| +2% | +$5.4K | 0.13% | 92 |
|
|
2021
Q4 | $209K | Sell |
2,202
-39
| -2% | -$3.65K | 0.12% | 99 |
|
|
2021
Q3 | $212K | Hold |
2,241
| – | – | 0.13% | 92 |
|
|
2021
Q2 | $222K | Hold |
2,241
| – | – | 0.13% | 90 |
|
|
2021
Q1 | $199K | Hold |
2,241
| – | – | 0.12% | 93 |
|
|
2020
Q4 | $186K | Hold |
2,241
| – | – | 0.12% | 91 |
|
|
2020
Q3 | $168K | Hold |
2,241
| – | – | 0.12% | 89 |
|
|
2020
Q2 | $157K | Hold |
2,241
| – | – | 0.12% | 87 |
|
|
2020
Q1 | $164K | Hold |
2,241
| – | – | 0.14% | 78 |
|
|
2019
Q4 | $191K | Hold |
2,241
| – | – | 0.13% | 89 |
|
|
2019
Q3 | $170K | Hold |
2,241
| – | – | 0.13% | 89 |
|
|
2019
Q2 | $176K | Hold |
2,241
| – | – | 0.13% | 87 |
|
|
2019
Q1 | $198K | Sell |
2,241
-300
| -12% | -$24.2K | 0.15% | 80 |
|
|
2018
Q4 | $170K | Hold |
2,541
| – | – | 0.14% | 79 |
|
|
2018
Q3 | $207K | Sell |
2,541
-147
| -5% | -$12.1K | 0.15% | 77 |
|
|
2018
Q2 | $217K | Buy |
2,688
+47
| +2% | +$3.99K | 0.16% | 72 |
|
|
2018
Q1 | $263K | Hold |
2,641
| – | – | 0.21% | 57 |
|
|
2017
Q4 | $279K | Hold |
2,641
| – | – | 0.22% | 53 |
|
|
2017
Q3 | $293K | Hold |
2,641
| – | – | 0.24% | 49 |
|
|
2017
Q2 | $310K | Hold |
2,641
| – | – | 0.32% | 34 |
|
|
2017
Q1 | $298K | Hold |
2,641
| – | – | 0.26% | 49 |
|
|
2016
Q4 | $242K | Hold |
2,641
| – | – | 0.22% | 58 |
|
|
2016
Q3 | $257K | Hold |
2,641
| – | – | 0.25% | 49 |
|
|
2016
Q2 | $269K | Sell |
2,641
-39
| -1% | -$3.89K | 0.27% | 44 |
|
|
2016
Q1 | $263K | Hold |
2,680
| – | – | 0.26% | 47 |
|
|
2015
Q4 | $236K | Sell |
2,680
-39
| -1% | -$3.38K | 0.24% | 49 |
|
|
2015
Q3 | $216K | Sell |
2,719
-500
| -16% | -$41.1K | 0.22% | 48 |
|
|
2015
Q2 | $258K | Hold |
3,219
| – | – | 0.24% | 44 |
|
|
2015
Q1 | $242K | Sell |
3,219
-500
| -13% | -$40.6K | 0.23% | 47 |
|
|
2014
Q4 | $303K | Buy |
+3,719
| New | +$319K | 0.3% | 34 |
|
Other funds holding PM
AllSquare Wealth Management's PM Position: Q3 2025 in Review
AllSquare Wealth Management held its Philip Morris (PM) position steady in Q3 2025 at 2,202 shares worth $357K. The position accounts for 0.19% of the portfolio, ranked #76.
AllSquare Wealth Management first reported a position in PM in Q4 2014 and has held it in 44 quarters since. The position peaked at $401K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.
- AllSquare Wealth Management held 2,202 shares of Philip Morris worth $357K as of Q3 2025.
- AllSquare Wealth Management left its Philip Morris share count unchanged in Q3 2025.
- Philip Morris made up 0.19% of AllSquare Wealth Management's portfolio in Q3 2025, its #76 holding.
- AllSquare Wealth Management first reported a position in Philip Morris in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Philip Morris position peaked at $401K in Q2 2025.
- 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.