BSW Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
4,448
-7
| -0.2% | -$1.28K | 0.11% | 107 |
|
|
2025
Q1 | $707K | Sell |
4,455
-19
| -0.4% | -$3.02K | 0.11% | 113 |
|
|
2024
Q4 | $538K | Buy |
4,474
+101
| +2% | +$12.2K | 0.08% | 147 |
|
|
2024
Q3 | $531K | Buy |
4,373
+409
| +10% | +$49.6K | 0.08% | 137 |
|
|
2024
Q2 | $402K | Hold |
3,964
| – | – | 0.07% | 160 |
|
|
2024
Q1 | $363K | Hold |
3,964
| – | – | 0.06% | 184 |
|
|
2023
Q4 | $373K | Hold |
3,964
| – | – | 0.07% | 159 |
|
|
2023
Q3 | $367K | Sell |
3,964
-5
| -0.1% | -$463 | 0.08% | 142 |
|
|
2023
Q2 | $387K | Hold |
3,969
| – | – | 0.08% | 145 |
|
|
2023
Q1 | $386K | Hold |
3,969
| – | – | 0.08% | 179 |
|
|
2022
Q4 | $402K | Hold |
3,969
| – | – | 0.09% | 166 |
|
|
2022
Q3 | $329K | Buy |
3,969
+24
| +0.6% | +$1.99K | 0.08% | 162 |
|
|
2022
Q2 | $389K | Hold |
3,945
| – | – | 0.09% | 148 |
|
|
2022
Q1 | $371K | Hold |
3,945
| – | – | 0.09% | 169 |
|
|
2021
Q4 | $375K | Hold |
3,945
| – | – | 0.09% | 162 |
|
|
2021
Q3 | $374K | Sell |
3,945
-68
| -2% | -$6.45K | 0.1% | 139 |
|
|
2021
Q2 | $398K | Hold |
4,013
| – | – | 0.11% | 124 |
|
|
2021
Q1 | $356K | Hold |
4,013
| – | – | 0.1% | 119 |
|
|
2020
Q4 | $332K | Sell |
4,013
-37
| -0.9% | -$3.06K | 0.1% | 116 |
|
|
2020
Q3 | $304K | Buy |
4,050
+105
| +3% | +$7.88K | 0.11% | 100 |
|
|
2020
Q2 | $276K | Buy |
+3,945
| New | +$276K | 0.09% | 112 |
|
|
2018
Q4 | – | Sell |
-2,743
| Closed | -$224K | – | 131 |
|
|
2018
Q3 | $224K | Buy |
+2,743
| New | +$224K | 0.09% | 119 |
|
|
2017
Q4 | – | Sell |
-1,815
| Closed | -$202K | – | 96 |
|
|
2017
Q3 | $202K | Buy |
+1,815
| New | +$202K | 0.09% | 83 |
|