CWP
CFM Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Hold |
89,631
| – | – | 2.6% | 7 |
|
|
2025
Q1 | $14.2M | Buy |
89,631
+65
| +0.1% | +$10.3K | 2.51% | 9 |
|
|
2024
Q4 | $10.8M | Hold |
89,566
| – | – | 1.82% | 12 |
|
|
2024
Q3 | $10.9M | Buy |
89,566
+175
| +0.2% | +$21.2K | 1.9% | 11 |
|
|
2024
Q2 | $9.06M | Buy |
89,391
+300
| +0.3% | +$30.4K | 1.66% | 13 |
|
|
2024
Q1 | $8.16M | Buy |
89,091
+336
| +0.4% | +$30.8K | 1.64% | 14 |
|
|
2023
Q4 | $8.35M | Sell |
88,755
-243
| -0.3% | -$22.9K | 1.89% | 9 |
|
|
2023
Q3 | $8.24M | Buy |
88,998
+328
| +0.4% | +$30.4K | 2.16% | 8 |
|
|
2023
Q2 | $8.66M | Sell |
88,670
-53
| -0.1% | -$5.17K | 2.1% | 8 |
|
|
2023
Q1 | $8.63M | Hold |
88,723
| – | – | 2.33% | 7 |
|
|
2022
Q4 | $8.98M | Sell |
88,723
-231
| -0.3% | -$23.4K | 2.69% | 6 |
|
|
2022
Q3 | $7.38M | Hold |
88,954
| – | – | 2.36% | 8 |
|
|
2022
Q2 | $8.78M | Buy |
88,954
+665
| +0.8% | +$65.7K | 2.64% | 8 |
|
|
2022
Q1 | $8.29M | Buy |
88,289
+52
| +0.1% | +$4.89K | 1.99% | 10 |
|
|
2021
Q4 | $8.45M | Buy |
88,237
+984
| +1% | +$94.2K | 1.89% | 12 |
|
|
2021
Q3 | $8.27M | Buy |
87,253
+201
| +0.2% | +$19.1K | 2.08% | 12 |
|
|
2021
Q2 | $8.63M | Hold |
87,052
| – | – | 2.29% | 12 |
|
|
2021
Q1 | $7.73M | Buy |
87,052
+3,392
| +4% | +$301K | 2.33% | 10 |
|
|
2020
Q4 | $6.93M | Hold |
83,660
| – | – | 2.21% | 10 |
|
|
2020
Q3 | $6.27M | Sell |
83,660
-486
| -0.6% | -$36.4K | 2.29% | 10 |
|
|
2020
Q2 | $5.9M | Hold |
84,146
| – | – | 2.24% | 11 |
|
|
2020
Q1 | $6.14M | Buy |
84,146
+8,868
| +12% | +$647K | 2.85% | 6 |
|
|
2019
Q4 | $6.67M | Buy |
+75,278
| New | +$6.67M | 2.46% | 8 |
|