BHPW
Beverly Hills Private Wealth’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
60,297
-7,610
| -11% | -$1.39M | 2.06% | 8 |
|
|
2025
Q1 | $10.8M | Buy |
67,907
+1,187
| +2% | +$188K | 2.13% | 7 |
|
|
2024
Q4 | $8.03M | Sell |
66,720
-145
| -0.2% | -$17.5K | 1.62% | 9 |
|
|
2024
Q3 | $8.12M | Buy |
66,865
+127
| +0.2% | +$15.4K | 1.64% | 8 |
|
|
2024
Q2 | $6.76M | Buy |
66,738
+12,045
| +22% | +$1.22M | 1.47% | 9 |
|
|
2024
Q1 | $5.01M | Sell |
54,693
-2,987
| -5% | -$274K | 1.16% | 14 |
|
|
2023
Q4 | $5.43M | Buy |
57,680
+10,373
| +22% | +$976K | 1.42% | 9 |
|
|
2023
Q3 | $4.38M | Sell |
47,307
-45,478
| -49% | -$4.21M | 1.3% | 14 |
|
|
2023
Q2 | $8.93M | Buy |
92,785
+49,342
| +114% | +$4.75M | 1.47% | 11 |
|
|
2023
Q1 | $4.22M | Buy |
43,443
+8,935
| +26% | +$869K | 1.31% | 13 |
|
|
2022
Q4 | $3.49M | Buy |
+34,508
| New | +$3.49M | 1.53% | 10 |
|