Axxcess Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
32,817
-1,459
| -4% | -$266K | 0.14% | 129 |
|
|
2025
Q1 | $5.44M | Sell |
34,276
-833
| -2% | -$132K | 0.14% | 124 |
|
|
2024
Q4 | $4.23M | Sell |
35,109
-5,268
| -13% | -$634K | 0.1% | 151 |
|
|
2024
Q3 | $4.9M | Buy |
40,377
+5,846
| +17% | +$710K | 0.12% | 138 |
|
|
2024
Q2 | $3.5M | Buy |
34,531
+141
| +0.4% | +$14.3K | 0.09% | 174 |
|
|
2024
Q1 | $3.15M | Buy |
34,390
+6,974
| +25% | +$639K | 0.09% | 180 |
|
|
2023
Q4 | $2.58M | Sell |
27,416
-423
| -2% | -$39.8K | 0.07% | 205 |
|
|
2023
Q3 | $2.58M | Buy |
27,839
+10,407
| +60% | +$963K | 0.09% | 169 |
|
|
2023
Q2 | $1.7M | Sell |
17,432
-10,470
| -38% | -$1.02M | 0.12% | 152 |
|
|
2023
Q1 | $2.71M | Buy |
27,902
+3,085
| +12% | +$300K | 0.21% | 98 |
|
|
2022
Q4 | $2.51M | Buy |
24,817
+10,197
| +70% | +$1.03M | 0.21% | 105 |
|
|
2022
Q3 | $1.21M | Buy |
14,620
+6,008
| +70% | +$498K | 0.11% | 165 |
|
|
2022
Q2 | $851K | Sell |
8,612
-5,385
| -38% | -$532K | 0.08% | 212 |
|
|
2022
Q1 | $1.32M | Sell |
13,997
-39
| -0.3% | -$3.66K | 0.1% | 168 |
|
|
2021
Q4 | $1.33M | Buy |
+14,036
| New | +$1.33M | 0.1% | 162 |
|