EWM
Evermay Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
1,174
+193
| +20% | +$35.3K | 0.03% | 188 |
|
|
2025
Q1 | $157K | Hold |
981
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $119K | Sell |
981
-17
| -2% | -$2.06K | 0.02% | 241 |
|
|
2024
Q3 | $122K | Hold |
998
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $102K | Sell |
998
-5
| -0.5% | -$511 | 0.02% | 268 |
|
|
2024
Q1 | $92.8K | Sell |
1,003
-14
| -1% | -$1.3K | 0.01% | 286 |
|
|
2023
Q4 | $98.4K | Sell |
1,017
-1,406
| -58% | -$136K | 0.02% | 260 |
|
|
2023
Q3 | $227K | Hold |
2,423
| – | – | 0.05% | 158 |
|
|
2023
Q2 | $239K | Buy |
2,423
+17
| +0.7% | +$1.68K | 0.05% | 159 |
|
|
2023
Q1 | $237K | Hold |
2,406
| – | – | 0.05% | 157 |
|
|
2022
Q4 | $246K | Sell |
2,406
-30
| -1% | -$3.07K | 0.05% | 146 |
|
|
2022
Q3 | $205K | Sell |
2,436
-15
| -0.6% | -$1.26K | 0.04% | 158 |
|
|
2022
Q2 | $245K | Hold |
2,451
| – | – | 0.05% | 146 |
|
|
2022
Q1 | $230K | Sell |
2,451
-1,300
| -35% | -$122K | 0.04% | 174 |
|
|
2021
Q4 | $356K | Buy |
3,751
+679
| +22% | +$64.4K | 0.06% | 125 |
|
|
2021
Q3 | $291K | Sell |
3,072
-2,930
| -49% | -$278K | 0.06% | 135 |
|
|
2021
Q2 | $595K | Hold |
6,002
| – | – | 0.11% | 79 |
|
|
2021
Q1 | $533K | Sell |
6,002
-100
| -2% | -$8.88K | 0.11% | 87 |
|
|
2020
Q4 | $505K | Buy |
6,102
+2,600
| +74% | +$215K | 0.11% | 85 |
|
|
2020
Q3 | $263K | Sell |
3,502
-100
| -3% | -$7.51K | 0.06% | 130 |
|
|
2020
Q2 | $252K | Buy |
+3,602
| New | +$252K | 0.07% | 127 |
|
|
2019
Q2 | – | Sell |
-2,350
| Closed | -$208K | – | 152 |
|
|
2019
Q1 | $208K | Buy |
+2,350
| New | +$208K | 0.06% | 141 |
|
|
2018
Q2 | – | Sell |
-2,350
| Closed | -$234K | – | 136 |
|
|
2018
Q1 | $234K | Buy |
+2,350
| New | +$234K | 0.08% | 118 |
|