Elmwood Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
3,273
| – | – | 0.24% | 89 |
|
|
2025
Q1 | $520K | Hold |
3,273
| – | – | 0.21% | 92 |
|
|
2024
Q4 | $394K | Hold |
3,273
| – | – | 0.16% | 104 |
|
|
2024
Q3 | $397K | Hold |
3,273
| – | – | 0.16% | 105 |
|
|
2024
Q2 | $332K | Sell |
3,273
-45
| -1% | -$4.56K | 0.15% | 100 |
|
|
2024
Q1 | $304K | Buy |
3,318
+194
| +6% | +$17.8K | 0.13% | 110 |
|
|
2023
Q4 | $294K | Sell |
3,124
-215
| -6% | -$20.2K | 0.21% | 94 |
|
|
2023
Q3 | $309K | Buy |
3,339
+26
| +0.8% | +$2.41K | 0.15% | 105 |
|
|
2023
Q2 | $323K | Sell |
3,313
-18
| -0.5% | -$1.76K | 0.15% | 101 |
|
|
2023
Q1 | $324K | Buy |
3,331
+22
| +0.7% | +$2.14K | 0.15% | 101 |
|
|
2022
Q4 | $335K | Buy |
3,309
+134
| +4% | +$13.6K | 0.17% | 101 |
|
|
2022
Q3 | $264K | Sell |
3,175
-133
| -4% | -$11.1K | 0.13% | 103 |
|
|
2022
Q2 | $327K | Sell |
3,308
-23
| -0.7% | -$2.27K | 0.19% | 95 |
|
|
2022
Q1 | $313K | Buy |
3,331
+2
| +0.1% | +$188 | 0.16% | 99 |
|
|
2021
Q4 | $316K | Buy |
+3,329
| New | +$316K | 0.15% | 101 |
|
|
2021
Q2 | $233K | Hold |
2,350
| – | – | 0.12% | 102 |
|
|
2021
Q1 | $209K | Buy |
+2,350
| New | +$209K | 0.13% | 102 |
|
|
2020
Q3 | $167K | Hold |
2,383
| – | – | 0.14% | 92 |
|
|
2020
Q2 | $167K | Buy |
2,383
+47
| +2% | +$3.29K | 0.14% | 92 |
|
|
2020
Q1 | $232K | Buy |
+2,336
| New | +$232K | 0.22% | 81 |
|
|
2019
Q4 | – | Sell |
-2,336
| Closed | -$177K | – | 200 |
|
|
2019
Q3 | $177K | Hold |
2,336
| – | – | 0.18% | 80 |
|
|
2019
Q2 | $183K | Hold |
2,336
| – | – | 0.16% | 86 |
|
|
2019
Q1 | $206K | Hold |
2,336
| – | – | 0.19% | 81 |
|
|
2018
Q4 | $156K | Hold |
2,336
| – | – | 0.15% | 94 |
|
|
2018
Q3 | $190K | Hold |
2,336
| – | – | 0.16% | 93 |
|
|
2018
Q2 | $189K | Hold |
2,336
| – | – | 0.17% | 92 |
|
|
2018
Q1 | $232K | Buy |
+2,336
| New | +$232K | 0.22% | 81 |
|