Carson Wealth (CWM LLC)’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
99,590
+24,725
| +33% | +$4.5M | 0.06% | 257 |
|
|
2025
Q1 | $11.9M | Buy |
74,865
+10,699
| +17% | +$1.7M | 0.05% | 312 |
|
|
2024
Q4 | $7.72M | Buy |
64,166
+16,423
| +34% | +$1.98M | 0.03% | 378 |
|
|
2024
Q3 | $5.8M | Sell |
47,743
-3,215
| -6% | -$390K | 0.02% | 412 |
|
|
2024
Q2 | $5.16M | Buy |
50,958
+4,363
| +9% | +$442K | 0.02% | 413 |
|
|
2024
Q1 | $4.27M | Buy |
46,595
+857
| +2% | +$78.5K | 0.02% | 449 |
|
|
2023
Q4 | $4.3M | Buy |
45,738
+11,228
| +33% | +$1.06M | 0.02% | 423 |
|
|
2023
Q3 | $3.2M | Buy |
34,510
+3,915
| +13% | +$362K | 0.02% | 448 |
|
|
2023
Q2 | $2.99M | Buy |
30,595
+2,741
| +10% | +$268K | 0.02% | 448 |
|
|
2023
Q1 | $2.71M | Buy |
27,854
+1,852
| +7% | +$180K | 0.02% | 433 |
|
|
2022
Q4 | $2.63M | Sell |
26,002
-360
| -1% | -$36.4K | 0.02% | 407 |
|
|
2022
Q3 | $2.19M | Sell |
26,362
-1,346
| -5% | -$112K | 0.02% | 406 |
|
|
2022
Q2 | $2.74M | Buy |
27,708
+8,687
| +46% | +$858K | 0.02% | 368 |
|
|
2022
Q1 | $1.79M | Buy |
19,021
+4,018
| +27% | +$377K | 0.01% | 422 |
|
|
2021
Q4 | $1.43M | Buy |
+15,003
| New | +$1.43M | 0.01% | 510 |
|
|
2021
Q2 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2021
Q1 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2020
Q4 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2020
Q3 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2020
Q2 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2020
Q1 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2019
Q4 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2019
Q3 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2019
Q2 | $1.08M | Hold |
10,858
| – | – | 0.01% | 551 |
|
|
2019
Q1 | $1.08M | Buy |
10,858
+3,436
| +46% | +$340K | 0.01% | 551 |
|
|
2018
Q4 | $495K | Sell |
7,422
-472
| -6% | -$31.5K | 0.01% | 458 |
|
|
2018
Q3 | $644K | Buy |
7,894
+309
| +4% | +$25.2K | 0.02% | 353 |
|
|
2018
Q2 | $612K | Buy |
7,585
+3,076
| +68% | +$248K | 0.02% | 319 |
|
|
2018
Q1 | $448K | Buy |
4,509
+116
| +3% | +$11.5K | 0.02% | 290 |
|
|
2017
Q4 | $464K | Sell |
4,393
-152
| -3% | -$16.1K | 0.02% | 270 |
|
|
2017
Q3 | $505K | Buy |
4,545
+278
| +7% | +$30.9K | 0.02% | 250 |
|
|
2017
Q2 | $501K | Sell |
4,267
-284
| -6% | -$33.3K | 0.03% | 243 |
|
|
2017
Q1 | $514K | Sell |
4,551
-314
| -6% | -$35.5K | 0.03% | 231 |
|
|
2016
Q4 | $445K | Buy |
4,865
+2,878
| +145% | +$263K | 0.03% | 218 |
|
|
2016
Q3 | $193K | Buy |
1,987
+217
| +12% | +$21.1K | 0.01% | 264 |
|
|
2016
Q2 | $180K | Buy |
1,770
+1,376
| +349% | +$140K | 0.01% | 251 |
|
|
2016
Q1 | $39K | Buy |
394
+26
| +7% | +$2.57K | ﹤0.01% | 368 |
|
|
2015
Q4 | $32K | Sell |
368
-75
| -17% | -$6.52K | ﹤0.01% | 358 |
|
|
2015
Q3 | $35K | Buy |
+443
| New | +$35K | ﹤0.01% | 315 |
|
|
2014
Q1 | – | Sell |
-744
| Closed | -$65K | – | 367 |
|
|
2013
Q4 | $65K | Buy |
744
+403
| +118% | +$35.2K | 0.01% | 221 |
|
|
2013
Q3 | $30K | Buy |
+341
| New | +$30K | 0.01% | 231 |
|