Baldwin Wealth Partners’s Philip Morris PM Stock Holding History

Baldwin Wealth Partners’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5M	Sell	27,451 -141	-0.5%	-$25.7K	0.34%	59
2025 Q1	$4.38M	Sell	27,592 -3,080	-10%	-$489K	0.31%	61
2024 Q4	$3.69M	Sell	30,672 -5,017	-14%	-$604K	0.25%	65
2024 Q3	$4.34M	Buy	35,689 +3,775	+12%	+$459K	0.3%	63
2024 Q2	$3.23M	Sell	31,914 -409	-1%	-$41.4K	0.25%	65
2024 Q1	$2.96M	Sell	32,323 -2,441	-7%	-$224K	0.22%	74
2023 Q4	$3.27M	Sell	34,764 -155	-0.4%	-$14.6K	0.26%	69
2023 Q3	$3.23M	Sell	34,919 -5,389	-13%	-$499K	0.28%	70
2023 Q2	$3.93M	Buy	40,308 +30	+0.1%	+$2.93K	0.32%	67
2023 Q1	$3.92M	Buy	40,278 +205	+0.5%	+$19.9K	0.34%	65
2022 Q4	$4.06M	Buy	40,073 +34,802	+660%	+$3.52M	0.37%	67
2022 Q3	$438K	Hold	5,271	–	–	0.06%	105
2022 Q2	$520K	Hold	5,271	–	–	0.07%	104
2022 Q1	$495K	Hold	5,271	–	–	0.05%	120
2021 Q4	$501K	Hold	5,271	–	–	0.05%	127
2021 Q3	$500K	Hold	5,271	–	–	0.06%	112
2021 Q2	$522K	Hold	5,271	–	–	0.06%	113
2021 Q1	$468K	Hold	5,271	–	–	0.06%	110
2020 Q4	$436K	Hold	5,271	–	–	0.05%	113
2020 Q3	$395K	Hold	5,271	–	–	0.05%	116
2020 Q2	$369K	Hold	5,271	–	–	0.05%	114
2020 Q1	$385K	Sell	5,271 -5,245	-50%	-$383K	0.07%	104
2019 Q4	$895K	Hold	10,516	–	–	0.13%	85
2019 Q3	$798K	Hold	10,516	–	–	0.12%	83
2019 Q2	$826K	Sell	10,516 -5	-0%	-$393	0.12%	92
2019 Q1	$930K	Hold	10,521	–	–	0.14%	87
2018 Q4	$702K	Hold	10,521	–	–	0.12%	95
2018 Q3	$858K	Sell	10,521 -50	-0.5%	-$4.08K	0.12%	100
2018 Q2	$854K	Hold	10,571	–	–	0.13%	96
2018 Q1	$1.05M	Sell	10,571 -235	-2%	-$23.4K	0.17%	85
2017 Q4	$1.14M	Hold	10,806	–	–	0.18%	86
2017 Q3	$1.2M	Hold	10,806	–	–	0.19%	78
2017 Q2	$1.27M	Sell	10,806 -100	-0.9%	-$11.7K	0.2%	76
2017 Q1	$1.23M	Sell	10,906 -1,550	-12%	-$175K	0.2%	76
2016 Q4	$1.14M	Sell	12,456 -50	-0.4%	-$4.58K	0.21%	72
2016 Q3	$1.22M	Sell	12,506 -650	-5%	-$63.2K	0.22%	72
2016 Q2	$1.34M	Sell	13,156 -365	-3%	-$37.1K	0.28%	63
2016 Q1	$1.33M	Buy	13,521 +265	+2%	+$26K	0.24%	90
2015 Q4	$1.17M	Sell	13,256 -2,325	-15%	-$204K	0.19%	109
2015 Q3	$1.24M	Hold	15,581	–	–	0.21%	101
2015 Q2	$1.25M	Sell	15,581 -25	-0.2%	-$2K	0.19%	112
2015 Q1	$1.18M	Sell	15,606 -250	-2%	-$18.8K	0.17%	117
2014 Q4	$1.29M	Hold	15,856	–	–	0.19%	118
2014 Q3	$1.32M	Buy	+15,856	New	+$1.32M	0.19%	111