Cassady Schiller Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $74.9K | Buy |
622
+47
| +8% | +$5.66K | 0.03% | 174 |
|
|
2024
Q3 | $69.8K | Hold |
575
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $58.3K | Hold |
575
| – | – | 0.02% | 188 |
|
|
2024
Q1 | $52.7K | Buy |
575
+426
| +286% | +$39K | 0.02% | 207 |
|
|
2023
Q4 | $14K | Hold |
149
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $13.8K | Hold |
149
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $14.5K | Hold |
149
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $14.5K | Hold |
149
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $15.1K | Buy |
+149
| New | +$15.1K | 0.01% | 290 |
|
|
2022
Q1 | – | Sell |
-174
| Closed | -$17K | – | 468 |
|
|
2021
Q4 | $17K | Buy |
+174
| New | +$17K | 0.01% | 281 |
|