EWM
Empirical Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
108,034
-1,432
| -1% | -$261K | 0.44% | 44 |
|
|
2025
Q1 | $17.4M | Buy |
109,466
+98,825
| +929% | +$15.7M | 0.45% | 40 |
|
|
2024
Q4 | $1.28M | Buy |
10,641
+3,004
| +39% | +$362K | 0.03% | 251 |
|
|
2024
Q3 | $927K | Buy |
7,637
+575
| +8% | +$69.8K | 0.03% | 275 |
|
|
2024
Q2 | $716K | Sell |
7,062
-1,868
| -21% | -$189K | 0.02% | 292 |
|
|
2024
Q1 | $818K | Sell |
8,930
-12,652
| -59% | -$1.16M | 0.02% | 273 |
|
|
2023
Q4 | $2.03M | Buy |
21,582
+1,106
| +5% | +$104K | 0.07% | 163 |
|
|
2023
Q3 | $1.9M | Buy |
20,476
+1,347
| +7% | +$125K | 0.07% | 160 |
|
|
2023
Q2 | $1.87M | Sell |
19,129
-737
| -4% | -$72K | 0.08% | 159 |
|
|
2023
Q1 | $1.93M | Buy |
19,866
+550
| +3% | +$53.5K | 0.08% | 145 |
|
|
2022
Q4 | $1.96M | Sell |
19,316
-267
| -1% | -$27K | 0.09% | 139 |
|
|
2022
Q3 | $1.63M | Sell |
19,583
-5,871
| -23% | -$487K | 0.09% | 147 |
|
|
2022
Q2 | $2.51M | Sell |
25,454
-12,899
| -34% | -$1.27M | 0.13% | 110 |
|
|
2022
Q1 | $3.6M | Buy |
38,353
+14,405
| +60% | +$1.35M | 0.18% | 89 |
|
|
2021
Q4 | $2.28M | Buy |
23,948
+14,164
| +145% | +$1.35M | 0.11% | 118 |
|
|
2021
Q3 | $927K | Sell |
9,784
-1,904
| -16% | -$180K | 0.05% | 205 |
|
|
2021
Q2 | $1.16M | Buy |
11,688
+858
| +8% | +$85K | 0.07% | 169 |
|
|
2021
Q1 | $961K | Sell |
10,830
-694
| -6% | -$61.6K | 0.08% | 158 |
|
|
2020
Q4 | $954K | Buy |
11,524
+3,023
| +36% | +$250K | 0.07% | 156 |
|
|
2020
Q3 | $638K | Buy |
8,501
+2,415
| +40% | +$181K | 0.05% | 178 |
|
|
2020
Q2 | $426K | Buy |
6,086
+1,561
| +34% | +$109K | 0.04% | 229 |
|
|
2020
Q1 | $330K | Buy |
4,525
+273
| +6% | +$19.9K | 0.04% | 233 |
|
|
2019
Q4 | $362K | Sell |
4,252
-1,440
| -25% | -$123K | 0.04% | 228 |
|
|
2019
Q3 | $432K | Sell |
5,692
-71
| -1% | -$5.39K | 0.05% | 185 |
|
|
2019
Q2 | $453K | Buy |
5,763
+1,123
| +24% | +$88.3K | 0.06% | 161 |
|
|
2019
Q1 | $410K | Sell |
4,640
-54
| -1% | -$4.77K | 0.06% | 154 |
|
|
2018
Q4 | $313K | Sell |
4,694
-1,285
| -21% | -$85.7K | 0.05% | 154 |
|
|
2018
Q3 | $488K | Buy |
5,979
+524
| +10% | +$42.8K | 0.09% | 120 |
|
|
2018
Q2 | $440K | Buy |
5,455
+1,637
| +43% | +$132K | 0.08% | 116 |
|
|
2018
Q1 | $380K | Buy |
3,818
+146
| +4% | +$14.5K | 0.08% | 113 |
|
|
2017
Q4 | $388K | Buy |
3,672
+1,680
| +84% | +$178K | 0.08% | 101 |
|
|
2017
Q3 | $221K | Buy |
1,992
+119
| +6% | +$13.2K | 0.05% | 130 |
|
|
2017
Q2 | $220K | Buy |
+1,873
| New | +$220K | 0.05% | 122 |
|
|
2014
Q4 | – | Sell |
-5,128
| Closed | -$428K | – | 103 |
|
|
2014
Q3 | $428K | Buy |
+5,128
| New | +$428K | 0.1% | 72 |
|