CWM
Cahaba Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,292
+16
| +1% | +$2.91K | 0.02% | 140 |
|
|
2025
Q1 | $203K | Buy |
+1,276
| New | +$203K | 0.02% | 140 |
|
|
2023
Q3 | – | Sell |
-2,684
| Closed | -$262K | – | 150 |
|
|
2023
Q2 | $262K | Buy |
2,684
+143
| +6% | +$14K | 0.03% | 120 |
|
|
2023
Q1 | $247K | Buy |
+2,541
| New | +$247K | 0.03% | 123 |
|