BWM
BCS Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
2,752
+1,312
| +91% | +$239K | 0.11% | 158 |
|
|
2025
Q1 | $229K | Buy |
+1,440
| New | +$229K | 0.06% | 221 |
|
|
2020
Q3 | – | Sell |
-5,266
| Closed | -$369K | – | 130 |
|
|
2020
Q2 | $369K | Buy |
5,266
+689
| +15% | +$48.3K | 0.22% | 87 |
|
|
2020
Q1 | $334K | Buy |
4,577
+1,720
| +60% | +$126K | 0.23% | 80 |
|
|
2019
Q4 | $243K | Buy |
+2,857
| New | +$243K | 0.16% | 94 |
|