CWM
Campbell Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $314K | Buy |
2,608
+10
| +0.4% | +$1.2K | 0.03% | 66 |
|
|
2024
Q3 | $315K | Buy |
+2,598
| New | +$315K | 0.03% | 50 |
|
|
2024
Q2 | – | Sell |
-2,608
| Closed | -$239K | – | 81 |
|
|
2024
Q1 | $239K | Buy |
2,608
+10
| +0.4% | +$916 | 0.02% | 78 |
|
|
2023
Q4 | $244K | Sell |
2,598
-55
| -2% | -$5.17K | 0.03% | 54 |
|
|
2023
Q3 | $246K | Buy |
2,653
+45
| +2% | +$4.17K | 0.03% | 61 |
|
|
2023
Q2 | $255K | Hold |
2,608
| – | – | 0.03% | 56 |
|
|
2023
Q1 | $254K | Sell |
2,608
-105
| -4% | -$10.2K | 0.03% | 58 |
|
|
2022
Q4 | $275K | Sell |
2,713
-145
| -5% | -$14.7K | 0.04% | 61 |
|
|
2022
Q3 | $237K | Buy |
2,858
+160
| +6% | +$13.3K | 0.03% | 63 |
|
|
2022
Q2 | $266K | Sell |
2,698
-10
| -0.4% | -$986 | 0.04% | 46 |
|
|
2022
Q1 | $254K | Buy |
2,708
+100
| +4% | +$9.38K | 0.03% | 62 |
|
|
2021
Q4 | $248K | Sell |
2,608
-45
| -2% | -$4.28K | 0.03% | 67 |
|
|
2021
Q3 | $251K | Sell |
2,653
-55
| -2% | -$5.2K | 0.03% | 60 |
|
|
2021
Q2 | $268K | Buy |
2,708
+10
| +0.4% | +$990 | 0.04% | 53 |
|
|
2021
Q1 | $239K | Hold |
2,698
| – | – | 0.03% | 57 |
|
|
2020
Q4 | $223K | Hold |
2,698
| – | – | 0.03% | 58 |
|
|
2020
Q3 | $202K | Hold |
2,698
| – | – | 0.03% | 59 |
|
|
2020
Q2 | $189K | Sell |
2,698
-78
| -3% | -$5.46K | 0.03% | 57 |
|
|
2020
Q1 | $203K | Sell |
2,776
-1,934
| -41% | -$141K | 0.04% | 47 |
|
|
2019
Q4 | $401K | Buy |
4,710
+78
| +2% | +$6.64K | 0.08% | 32 |
|
|
2019
Q3 | $352K | Buy |
4,632
+300
| +7% | +$22.8K | 0.08% | 36 |
|
|
2019
Q2 | $340K | Hold |
4,332
| – | – | 0.08% | 37 |
|
|
2019
Q1 | $383K | Sell |
4,332
-1,049
| -19% | -$92.7K | 0.1% | 30 |
|
|
2018
Q4 | $359K | Buy |
+5,381
| New | +$359K | 0.11% | 29 |
|