CWP
Cyndeo Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
7,068
+337
| +5% | +$61.4K | 0.08% | 197 |
|
|
2025
Q1 | $1.07M | Buy |
6,731
+115
| +2% | +$18.3K | 0.07% | 208 |
|
|
2024
Q4 | $796K | Sell |
6,616
-131
| -2% | -$15.8K | 0.05% | 241 |
|
|
2024
Q3 | $819K | Buy |
6,747
+1,263
| +23% | +$153K | 0.06% | 239 |
|
|
2024
Q2 | $556K | Sell |
5,484
-844
| -13% | -$85.5K | 0.04% | 268 |
|
|
2024
Q1 | $580K | Sell |
6,328
-62,604
| -91% | -$5.74M | 0.05% | 246 |
|
|
2023
Q4 | $6.49M | Buy |
68,932
+24,405
| +55% | +$2.3M | 0.6% | 43 |
|
|
2023
Q3 | $4.12M | Buy |
44,527
+1,553
| +4% | +$144K | 0.43% | 75 |
|
|
2023
Q2 | $4.2M | Buy |
42,974
+2,652
| +7% | +$259K | 0.44% | 69 |
|
|
2023
Q1 | $3.92M | Sell |
40,322
-3,829
| -9% | -$372K | 0.42% | 73 |
|
|
2022
Q4 | $4.47M | Buy |
+44,151
| New | +$4.47M | 0.52% | 62 |
|