BSWA
Bromfield Sneider Wealth Advisors’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $36.1K | Hold |
394
| – | – | 0.02% | 87 |
|
2023
Q4 | $37.1K | Hold |
394
| – | – | 0.03% | 79 |
|
2023
Q3 | $36.5K | Hold |
394
| – | – | 0.03% | 76 |
|
2023
Q2 | $38.5K | Hold |
394
| – | – | 0.03% | 77 |
|
2023
Q1 | $38.3K | Hold |
394
| – | – | 0.03% | 74 |
|
2022
Q4 | $39.9K | Hold |
394
| – | – | 0.04% | 67 |
|
2022
Q3 | $33K | Hold |
394
| – | – | 0.04% | 70 |
|
2022
Q2 | $39K | Hold |
394
| – | – | 0.05% | 64 |
|
2022
Q1 | $37K | Buy |
+394
| New | +$37K | 0.04% | 77 |
|