BWP
Balboa Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
4,334
+646
| +18% | +$118K | 0.16% | 110 |
|
|
2025
Q1 | $585K | Sell |
3,688
-24
| -0.6% | -$3.81K | 0.14% | 118 |
|
|
2024
Q4 | $447K | Buy |
3,712
+74
| +2% | +$8.91K | 0.1% | 154 |
|
|
2024
Q3 | $442K | Buy |
3,638
+240
| +7% | +$29.1K | 0.11% | 151 |
|
|
2024
Q2 | $344K | Buy |
3,398
+1,049
| +45% | +$106K | 0.09% | 171 |
|
|
2024
Q1 | $215K | Sell |
2,349
-59
| -2% | -$5.41K | 0.06% | 217 |
|
|
2023
Q4 | $227K | Sell |
2,408
-57
| -2% | -$5.36K | 0.08% | 198 |
|
|
2023
Q3 | $228K | Buy |
2,465
+13
| +0.5% | +$1.2K | 0.09% | 193 |
|
|
2023
Q2 | $239K | Sell |
2,452
-260
| -10% | -$25.4K | 0.08% | 200 |
|
|
2023
Q1 | $264K | Buy |
2,712
+113
| +4% | +$11K | 0.1% | 178 |
|
|
2022
Q4 | $263K | Buy |
2,599
+40
| +2% | +$4.05K | 0.12% | 175 |
|
|
2022
Q3 | $212K | Buy |
+2,559
| New | +$212K | 0.09% | 187 |
|