FWM
Finer Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+1,258
| New | +$229K | 0.12% | 82 |
|
|
2024
Q2 | – | Sell |
-2,243
| Closed | -$206K | – | 78 |
|
|
2024
Q1 | $206K | Hold |
2,243
| – | – | 0.14% | 75 |
|
|
2023
Q4 | $211K | Hold |
2,243
| – | – | 0.16% | 78 |
|
|
2023
Q3 | $208K | Hold |
2,243
| – | – | 0.17% | 80 |
|
|
2023
Q2 | $219K | Hold |
2,243
| – | – | 0.17% | 79 |
|
|
2023
Q1 | $218K | Buy |
+2,243
| New | +$218K | 0.18% | 78 |
|