APWM
Atlas Private Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $702K | Sell |
7,660
-36
| -0.5% | -$3.3K | 0.29% | 84 |
|
|
2023
Q4 | $724K | Sell |
7,696
-118
| -2% | -$11.1K | 0.34% | 81 |
|
|
2023
Q3 | $723K | Buy |
7,814
+87
| +1% | +$8.06K | 0.39% | 76 |
|
|
2023
Q2 | $754K | Sell |
7,727
-178
| -2% | -$17.4K | 0.4% | 75 |
|
|
2023
Q1 | $769K | Buy |
7,905
+151
| +2% | +$14.7K | 0.46% | 70 |
|
|
2022
Q4 | $785K | Buy |
7,754
+1,184
| +18% | +$120K | 0.36% | 66 |
|
|
2022
Q3 | $545K | Buy |
6,570
+288
| +5% | +$23.9K | 0.39% | 75 |
|
|
2022
Q2 | $620K | Sell |
6,282
-212
| -3% | -$20.9K | 0.42% | 74 |
|
|
2022
Q1 | $610K | Sell |
6,494
-10
| -0.2% | -$939 | 0.35% | 83 |
|
|
2021
Q4 | $618K | Buy |
6,504
+48
| +0.7% | +$4.56K | 0.34% | 82 |
|
|
2021
Q3 | $612K | Buy |
6,456
+135
| +2% | +$12.8K | 0.37% | 77 |
|
|
2021
Q2 | $626K | Sell |
6,321
-138
| -2% | -$13.7K | 0.39% | 77 |
|
|
2021
Q1 | $573K | Buy |
6,459
+350
| +6% | +$31.1K | 0.37% | 72 |
|
|
2020
Q4 | $506K | Sell |
6,109
-1,355
| -18% | -$112K | 0.36% | 69 |
|
|
2020
Q3 | $560K | Buy |
7,464
+165
| +2% | +$12.4K | 0.44% | 62 |
|
|
2020
Q2 | $511K | Sell |
7,299
-53
| -0.7% | -$3.71K | 0.41% | 69 |
|
|
2020
Q1 | $536K | Buy |
7,352
+76
| +1% | +$5.54K | 0.49% | 61 |
|
|
2019
Q4 | $619K | Buy |
+7,276
| New | +$619K | 0.48% | 62 |
|