BWM
BNC Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Hold |
3,020
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $479K | Hold |
3,020
| – | – | 0.17% | 64 |
|
|
2024
Q4 | $363K | Hold |
3,020
| – | – | 0.12% | 71 |
|
|
2024
Q3 | $367K | Hold |
3,020
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $306K | Sell |
3,020
-200
| -6% | -$20.3K | 0.11% | 76 |
|
|
2024
Q1 | $295K | Hold |
3,220
| – | – | 0.13% | 84 |
|
|
2023
Q4 | $303K | Hold |
3,220
| – | – | 0.14% | 81 |
|
|
2023
Q3 | $298K | Hold |
3,220
| – | – | 0.16% | 79 |
|
|
2023
Q2 | $314K | Hold |
3,220
| – | – | 0.17% | 79 |
|
|
2023
Q1 | $313K | Sell |
3,220
-1,176
| -27% | -$114K | 0.17% | 84 |
|
|
2022
Q4 | $445K | Buy |
4,396
+30
| +0.7% | +$3.04K | 0.26% | 71 |
|
|
2022
Q3 | $362K | Buy |
4,366
+1,114
| +34% | +$92.4K | 0.22% | 78 |
|
|
2022
Q2 | $321K | Hold |
3,252
| – | – | 0.17% | 87 |
|
|
2022
Q1 | $305K | Hold |
3,252
| – | – | 0.15% | 96 |
|
|
2021
Q4 | $309K | Hold |
3,252
| – | – | 0.15% | 90 |
|
|
2021
Q3 | $308K | Buy |
3,252
+32
| +1% | +$3.03K | 0.18% | 72 |
|
|
2021
Q2 | $319K | Hold |
3,220
| – | – | 0.19% | 68 |
|
|
2021
Q1 | $286K | Hold |
3,220
| – | – | 0.2% | 64 |
|
|
2020
Q4 | $267K | Hold |
3,220
| – | – | 0.17% | 78 |
|
|
2020
Q3 | $241K | Buy |
+3,220
| New | +$241K | 0.17% | 74 |
|