CWM
C2C Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
10,258
| – | – | 1.69% | 13 |
|
|
2025
Q1 | $1.63M | Hold |
10,258
| – | – | 1.53% | 16 |
|
|
2024
Q4 | $1.23M | Hold |
10,258
| – | – | 1.14% | 21 |
|
|
2024
Q3 | $1.36M | Hold |
10,258
| – | – | 1.27% | 22 |
|
|
2024
Q2 | $1.04M | Hold |
10,258
| – | – | 1.02% | 23 |
|
|
2024
Q1 | $940K | Sell |
10,258
-700
| -6% | -$64.1K | 0.93% | 26 |
|
|
2023
Q4 | $1.03M | Sell |
10,958
-5,314
| -33% | -$500K | 0.87% | 29 |
|
|
2023
Q3 | $1.48M | Hold |
16,272
| – | – | 0.21% | 50 |
|
|
2023
Q2 | $1.61M | Sell |
16,272
-42
| -0.3% | -$4.15K | 0.21% | 51 |
|
|
2023
Q1 | $1.61M | Buy |
16,314
+56
| +0.3% | +$5.53K | 0.26% | 49 |
|
|
2022
Q4 | $1.65M | Hold |
16,258
| – | – | 0.29% | 36 |
|
|
2022
Q3 | $1.41M | Hold |
16,258
| – | – | 0.28% | 41 |
|
|
2022
Q2 | $1.49M | Hold |
16,258
| – | – | 0.27% | 43 |
|
|
2022
Q1 | $1.67M | Hold |
16,258
| – | – | 0.28% | 41 |
|
|
2021
Q4 | $1.55M | Buy |
+16,258
| New | +$1.55M | 0.22% | 50 |
|