DWM
Drive Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
7,407
+3,025
| +69% | +$555K | 0.3% | 78 |
|
|
2025
Q1 | $701K | Buy |
4,382
+406
| +10% | +$65K | 0.16% | 110 |
|
|
2024
Q4 | $484K | Buy |
3,976
+2,221
| +127% | +$270K | 0.12% | 136 |
|
|
2024
Q3 | $215K | Buy |
+1,755
| New | +$215K | 0.06% | 281 |
|
|
2024
Q2 | – | Sell |
-4,189
| Closed | -$386K | – | 334 |
|
|
2024
Q1 | $386K | Buy |
4,189
+965
| +30% | +$88.9K | 0.11% | 168 |
|
|
2023
Q4 | $308K | Sell |
3,224
-1,932
| -37% | -$184K | 0.1% | 193 |
|
|
2023
Q3 | $484K | Sell |
5,156
-1,831
| -26% | -$172K | 0.18% | 111 |
|
|
2023
Q2 | $691K | Sell |
6,987
-1,320
| -16% | -$131K | 0.26% | 83 |
|
|
2023
Q1 | $819K | Sell |
8,307
-787
| -9% | -$77.6K | 0.34% | 69 |
|
|
2022
Q4 | $932K | Buy |
9,094
+3,227
| +55% | +$331K | 0.47% | 48 |
|
|
2022
Q3 | $495K | Sell |
5,867
-1,731
| -23% | -$146K | 0.47% | 53 |
|
|
2022
Q2 | $760K | Buy |
7,598
+184
| +2% | +$18.4K | 0.69% | 34 |
|
|
2022
Q1 | $705K | Buy |
7,414
+1,707
| +30% | +$162K | 0.59% | 41 |
|
|
2021
Q4 | $549K | Buy |
+5,707
| New | +$549K | 0.48% | 54 |
|