CWS
Cypress Wealth Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
7,598
+112
| +1% | +$20.4K | 0.25% | 77 |
|
|
2025
Q1 | $1.19M | Buy |
7,486
+95
| +1% | +$15.1K | 0.24% | 80 |
|
|
2024
Q4 | $889K | Buy |
7,391
+643
| +10% | +$77.4K | 0.18% | 91 |
|
|
2024
Q3 | $819K | Buy |
6,748
+89
| +1% | +$10.8K | 0.17% | 102 |
|
|
2024
Q2 | $675K | Buy |
6,659
+320
| +5% | +$32.4K | 0.15% | 108 |
|
|
2024
Q1 | $581K | Sell |
6,339
-484
| -7% | -$44.3K | 0.14% | 125 |
|
|
2023
Q4 | $642K | Buy |
6,823
+51
| +0.8% | +$4.8K | 0.16% | 111 |
|
|
2023
Q3 | $627K | Buy |
6,772
+249
| +4% | +$23.1K | 0.17% | 110 |
|
|
2023
Q2 | $645K | Buy |
6,523
+2,009
| +45% | +$199K | 0.17% | 103 |
|
|
2023
Q1 | $439K | Buy |
4,514
+267
| +6% | +$26K | 0.13% | 139 |
|
|
2022
Q4 | $430K | Buy |
4,247
+185
| +5% | +$18.7K | 0.14% | 137 |
|
|
2022
Q3 | $344K | Buy |
4,062
+85
| +2% | +$7.2K | 0.12% | 150 |
|
|
2022
Q2 | $393K | Buy |
3,977
+862
| +28% | +$85.2K | 0.13% | 142 |
|
|
2022
Q1 | $293K | Buy |
3,115
+860
| +38% | +$80.9K | 0.08% | 183 |
|
|
2021
Q4 | $214K | Buy |
2,255
+86
| +4% | +$8.16K | 0.06% | 215 |
|
|
2021
Q3 | $206K | Sell |
2,169
-6,475
| -75% | -$615K | 0.06% | 213 |
|
|
2021
Q2 | $857K | Sell |
8,644
-1,332
| -13% | -$132K | 0.23% | 78 |
|
|
2021
Q1 | $885K | Buy |
9,976
+716
| +8% | +$63.5K | 0.19% | 97 |
|
|
2020
Q4 | $767K | Buy |
+9,260
| New | +$767K | 0.17% | 98 |
|
|
2020
Q3 | – | Sell |
-47,920
| Closed | -$3.36M | – | 182 |
|
|
2020
Q2 | $3.36M | Sell |
47,920
-15
| -0% | -$1.05K | 0.8% | 39 |
|
|
2020
Q1 | $3.5M | Sell |
47,935
-187
| -0.4% | -$13.6K | 1.03% | 26 |
|
|
2019
Q4 | $4.1M | Sell |
48,122
-261
| -0.5% | -$22.2K | 1.03% | 27 |
|
|
2019
Q3 | $3.67M | Sell |
48,383
-477
| -1% | -$36.2K | 1.01% | 26 |
|
|
2019
Q2 | $3.84M | Sell |
48,860
-15,131
| -24% | -$1.19M | 1.11% | 22 |
|
|
2019
Q1 | $5.66M | Buy |
63,991
+58
| +0.1% | +$5.13K | 1.79% | 9 |
|
|
2018
Q4 | $4.27M | Sell |
63,933
-1,638
| -2% | -$109K | 1.69% | 17 |
|
|
2018
Q3 | $5.35M | Sell |
65,571
-754
| -1% | -$61.5K | 1.91% | 10 |
|
|
2018
Q2 | $5.36M | Buy |
66,325
+810
| +1% | +$65.4K | 2.03% | 6 |
|
|
2018
Q1 | $6.51M | Sell |
65,515
-2,439
| -4% | -$242K | 2.78% | 1 |
|
|
2017
Q4 | $7.18M | Buy |
+67,954
| New | +$7.18M | 2.98% | 1 |
|