CWM
Cedar Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
78,516
-54,463
| -41% | -$9.92M | 4.84% | 7 |
|
|
2025
Q1 | $21.1M | Sell |
132,979
-7,287
| -5% | -$1.16M | 7.51% | 5 |
|
|
2024
Q4 | $16.9M | Sell |
140,266
-5,558
| -4% | -$669K | 6.1% | 6 |
|
|
2024
Q3 | $17.7M | Sell |
145,824
-19,756
| -12% | -$2.4M | 5.49% | 5 |
|
|
2024
Q2 | $16.8M | Sell |
165,580
-8,928
| -5% | -$905K | 5.45% | 5 |
|
|
2024
Q1 | $16M | Sell |
174,508
-6,935
| -4% | -$635K | 5.26% | 5 |
|
|
2023
Q4 | $17.1M | Sell |
181,443
-4,002
| -2% | -$377K | 6.21% | 5 |
|
|
2023
Q3 | $17.2M | Sell |
185,445
-11,457
| -6% | -$1.06M | 6.79% | 4 |
|
|
2023
Q2 | $19.2M | Sell |
196,902
-11,423
| -5% | -$1.12M | 7.43% | 4 |
|
|
2023
Q1 | $20.3M | Sell |
208,325
-8,822
| -4% | -$858K | 8.29% | 3 |
|
|
2022
Q4 | $22M | Sell |
217,147
-3,949
| -2% | -$400K | 10.85% | 2 |
|
|
2022
Q3 | $18.4M | Sell |
221,096
-948
| -0.4% | -$78.7K | 9.12% | 2 |
|
|
2022
Q2 | $21.9M | Buy |
222,044
+32,827
| +17% | +$3.24M | 10.04% | 2 |
|
|
2022
Q1 | $17.8M | Buy |
189,217
+564
| +0.3% | +$53K | 7.19% | 3 |
|
|
2021
Q4 | $17.9M | Buy |
188,653
+2,797
| +2% | +$266K | 7.24% | 2 |
|
|
2021
Q3 | $17.6M | Sell |
185,856
-32,717
| -15% | -$3.1M | 7.83% | 2 |
|
|
2021
Q2 | $21.7M | Sell |
218,573
-21,349
| -9% | -$2.12M | 9.76% | 2 |
|
|
2021
Q1 | $21.3M | Sell |
239,922
-91,070
| -28% | -$8.08M | 10.59% | 2 |
|
|
2020
Q4 | $27.4M | Sell |
330,992
-2,163
| -0.6% | -$179K | 14.71% | 2 |
|
|
2020
Q3 | $25M | Hold |
333,155
| – | – | 15.53% | 2 |
|
|
2020
Q2 | $23.3M | Sell |
333,155
-7,577
| -2% | -$531K | 15.74% | 2 |
|
|
2020
Q1 | $24.9M | Sell |
340,732
-62,993
| -16% | -$4.6M | 16.79% | 2 |
|
|
2019
Q4 | $34.4M | Sell |
403,725
-7,713
| -2% | -$656K | 20.31% | 2 |
|
|
2019
Q3 | $31.2M | Sell |
411,438
-7,552
| -2% | -$573K | 20.91% | 2 |
|
|
2019
Q2 | $32.9M | Sell |
418,990
-3,585
| -0.8% | -$282K | 21.27% | 2 |
|
|
2019
Q1 | $37.4M | Sell |
422,575
-27,900
| -6% | -$2.47M | 23.39% | 1 |
|
|
2018
Q4 | $30.1M | Sell |
450,475
-151,475
| -25% | -$10.1M | 21.63% | 1 |
|
|
2018
Q3 | $49.1M | Hold |
601,950
| – | – | 25.8% | 1 |
|
|
2018
Q2 | $48.6M | Buy |
601,950
+151,475
| +34% | +$12.2M | 27.26% | 1 |
|
|
2018
Q1 | $44.8M | Hold |
450,475
| – | – | 27.7% | 1 |
|
|
2017
Q4 | $47.6M | Sell |
450,475
-20,765
| -4% | -$2.19M | 28.35% | 1 |
|
|
2017
Q3 | $52.3M | Buy |
471,240
+71,477
| +18% | +$7.93M | 31.03% | 1 |
|
|
2017
Q2 | $47M | Sell |
399,763
-107,633
| -21% | -$12.6M | 30.57% | 1 |
|
|
2017
Q1 | $57.3M | Sell |
507,396
-20,125
| -4% | -$2.27M | 35.11% | 1 |
|
|
2016
Q4 | $48.3M | Sell |
527,521
-13,820
| -3% | -$1.26M | 32.98% | 1 |
|
|
2016
Q3 | $52.6M | Sell |
541,341
-15,232
| -3% | -$1.48M | 36.11% | 1 |
|
|
2016
Q2 | $56.6M | Sell |
556,573
-17,350
| -3% | -$1.76M | 36.15% | 1 |
|
|
2016
Q1 | $56.3M | Buy |
573,923
+70,477
| +14% | +$6.91M | 38.79% | 1 |
|
|
2015
Q4 | $44.3M | Buy |
+503,446
| New | +$44.3M | 37.5% | 1 |
|