DWM
Diversify Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
32,746
+318
| +1% | +$53.6K | 0.34% | 74 |
|
|
2025
Q1 | $5.52M | Buy |
32,428
+1,172
| +4% | +$200K | 0.41% | 61 |
|
|
2024
Q4 | $3.66M | Buy |
31,256
+9,776
| +46% | +$1.15M | 0.29% | 95 |
|
|
2024
Q3 | $2.82M | Sell |
21,480
-919
| -4% | -$121K | 0.27% | 95 |
|
|
2024
Q2 | $2.54M | Buy |
+22,399
| New | +$2.54M | 0.32% | 77 |
|