CWG
Cornerstone Wealth Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
33,799
+1,361
| +4% | +$248K | 0.46% | 60 |
|
|
2025
Q1 | $5.15M | Sell |
32,438
-6,698
| -17% | -$1.06M | 0.43% | 72 |
|
|
2024
Q4 | $4.71M | Buy |
39,136
+530
| +1% | +$63.8K | 0.38% | 73 |
|
|
2024
Q3 | $4.69M | Buy |
38,606
+31,592
| +450% | +$3.84M | 0.39% | 68 |
|
|
2024
Q2 | $711K | Hold |
7,014
| – | – | 0.06% | 140 |
|
|
2024
Q1 | $643K | Buy |
7,014
+1,391
| +25% | +$127K | 0.06% | 145 |
|
|
2023
Q4 | $529K | Sell |
5,623
-37,941
| -87% | -$3.57M | 0.08% | 102 |
|
|
2023
Q3 | $4.03M | Buy |
43,564
+38,030
| +687% | +$3.52M | 0.72% | 44 |
|
|
2023
Q2 | $540K | Buy |
5,534
+124
| +2% | +$12.1K | 0.1% | 103 |
|
|
2023
Q1 | $526K | Sell |
5,410
-45
| -0.8% | -$4.38K | 0.09% | 112 |
|
|
2022
Q4 | $552K | Buy |
5,455
+77
| +1% | +$7.79K | 0.1% | 96 |
|
|
2022
Q3 | $446K | Sell |
5,378
-282
| -5% | -$23.4K | 0.1% | 96 |
|
|
2022
Q2 | $559K | Buy |
5,660
+365
| +7% | +$36K | 0.12% | 95 |
|
|
2022
Q1 | $497K | Sell |
5,295
-104
| -2% | -$9.76K | 0.09% | 116 |
|
|
2021
Q4 | $513K | Sell |
5,399
-103
| -2% | -$9.79K | 0.09% | 113 |
|
|
2021
Q3 | $522K | Sell |
5,502
-161
| -3% | -$15.3K | 0.09% | 113 |
|
|
2021
Q2 | $555K | Buy |
5,663
+6
| +0.1% | +$588 | 0.11% | 106 |
|
|
2021
Q1 | $533K | Buy |
5,657
+196
| +4% | +$18.5K | 0.11% | 115 |
|
|
2020
Q4 | $452K | Sell |
5,461
-2,108
| -28% | -$174K | 0.11% | 116 |
|
|
2020
Q3 | $568K | Buy |
7,569
+9
| +0.1% | +$675 | 0.16% | 89 |
|
|
2020
Q2 | $530K | Sell |
7,560
-374
| -5% | -$26.2K | 0.13% | 88 |
|
|
2020
Q1 | $579K | Buy |
7,934
+138
| +2% | +$10.1K | 0.2% | 76 |
|
|
2019
Q4 | $663K | Buy |
7,796
+56
| +0.7% | +$4.76K | 0.18% | 101 |
|
|
2019
Q3 | $588K | Sell |
7,740
-795
| -9% | -$60.4K | 0.15% | 92 |
|
|
2019
Q2 | $670K | Sell |
8,535
-27
| -0.3% | -$2.12K | 0.18% | 107 |
|
|
2019
Q1 | $757K | Buy |
+8,562
| New | +$757K | 0.19% | 104 |
|