AWM

AllSquare Wealth Management’s Philip Morris PM Stock Holding History

AllSquare Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$4.95K	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%	+$5.07K	0.13%	92
2021 Q4	$209K	Sell	2,202 -39	-2%	-$3.7K	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%	92
2020 Q4	$186K	Hold	2,241	–	–	0.12%	90
2020 Q3	$168K	Hold	2,241	–	–	0.12%	88
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%	-$26.5K	0.15%	80
2018 Q4	$170K	Hold	2,541	–	–	0.14%	79
2018 Q3	$207K	Sell	2,541 -147	-5%	-$12K	0.15%	77
2018 Q2	$217K	Buy	2,688 +47	+2%	+$3.79K	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%	33
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%	-$3.97K	0.27%	44
2016 Q1	$263K	Hold	2,680	–	–	0.26%	47
2015 Q4	$236K	Sell	2,680 -39	-1%	-$3.43K	0.24%	49
2015 Q3	$216K	Sell	2,719 -500	-16%	-$39.7K	0.22%	48
2015 Q2	$258K	Hold	3,219	–	–	0.24%	44
2015 Q1	$242K	Sell	3,219 -500	-13%	-$37.6K	0.23%	47
2014 Q4	$303K	Buy	+3,719	New	+$303K	0.3%	34