DWM
Dakota Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Buy |
49,920
+4,607
| +10% | +$839K | 0.19% | 104 |
|
|
2025
Q1 | $7.19M | Buy |
45,313
+21,859
| +93% | +$3.47M | 0.17% | 114 |
|
|
2024
Q4 | $2.82M | Buy |
23,454
+172
| +0.7% | +$20.7K | 0.06% | 218 |
|
|
2024
Q3 | $2.83M | Buy |
23,282
+2,149
| +10% | +$261K | 0.06% | 229 |
|
|
2024
Q2 | $2.14M | Sell |
21,133
-164
| -0.8% | -$16.6K | 0.05% | 248 |
|
|
2024
Q1 | $1.95M | Buy |
21,297
+5,237
| +33% | +$480K | 0.05% | 263 |
|
|
2023
Q4 | $1.51M | Sell |
16,060
-38,154
| -70% | -$3.59M | 0.06% | 250 |
|
|
2023
Q3 | $5.02M | Sell |
54,214
-4,340
| -7% | -$402K | 0.22% | 111 |
|
|
2023
Q2 | $5.72M | Buy |
58,554
+78
| +0.1% | +$7.61K | 0.27% | 94 |
|
|
2023
Q1 | $5.69M | Buy |
58,476
+3,283
| +6% | +$319K | 0.38% | 71 |
|
|
2022
Q4 | $5.59M | Buy |
55,193
+17,850
| +48% | +$1.81M | 0.4% | 64 |
|
|
2022
Q3 | $3.1M | Buy |
37,343
+417
| +1% | +$34.6K | 0.25% | 95 |
|
|
2022
Q2 | $3.65M | Buy |
36,926
+3,388
| +10% | +$335K | 0.34% | 85 |
|
|
2022
Q1 | $3.15M | Buy |
33,538
+6,053
| +22% | +$569K | 0.26% | 109 |
|
|
2021
Q4 | $2.61M | Sell |
27,485
-36,026
| -57% | -$3.42M | 0.28% | 98 |
|
|
2021
Q3 | $6.02M | Buy |
63,511
+38,534
| +154% | +$3.65M | 0.69% | 38 |
|
|
2021
Q2 | $2.48M | Buy |
24,977
+7,315
| +41% | +$725K | 0.29% | 94 |
|
|
2021
Q1 | $1.57M | Sell |
17,662
-708
| -4% | -$62.8K | 0.21% | 111 |
|
|
2020
Q4 | $1.52M | Buy |
18,370
+170
| +0.9% | +$14.1K | 0.2% | 116 |
|
|
2020
Q3 | $1.37M | Buy |
18,200
+372
| +2% | +$27.9K | 0.22% | 100 |
|
|
2020
Q2 | $1.25M | Buy |
17,828
+9,220
| +107% | +$646K | 0.21% | 107 |
|
|
2020
Q1 | $628K | Sell |
8,608
-6,584
| -43% | -$480K | 0.14% | 134 |
|
|
2019
Q4 | $1.29M | Sell |
15,192
-193
| -1% | -$16.4K | 0.21% | 107 |
|
|
2019
Q3 | $1.17M | Buy |
15,385
+4,996
| +48% | +$379K | 0.2% | 107 |
|
|
2019
Q2 | $815K | Sell |
10,389
-6,341
| -38% | -$497K | 0.16% | 132 |
|
|
2019
Q1 | $1.48M | Sell |
16,730
-135
| -0.8% | -$11.9K | 0.29% | 85 |
|
|
2018
Q4 | $1.32M | Buy |
16,865
+673
| +4% | +$52.7K | 0.3% | 75 |
|
|
2018
Q3 | $1.32M | Sell |
16,192
-13,712
| -46% | -$1.12M | 0.3% | 79 |
|
|
2018
Q2 | $2.41M | Buy |
+29,904
| New | +$2.41M | 0.67% | 38 |
|