First Western Trust Bank’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 | $1.25M | Hold |
6,841
| – | – | 0.06% | 76 |
|
2025
Q1 | $1.09M | Sell |
6,841
-144
| -2% | -$22.9K | 0.05% | 80 |
|
2024
Q4 | $841K | Buy |
6,985
+85
| +1% | +$10.2K | 0.04% | 92 |
|
2024
Q3 | $838K | Sell |
6,900
-13
| -0.2% | -$1.58K | 0.04% | 99 |
|
2024
Q2 | $700K | Hold |
6,913
| – | – | 0.03% | 102 |
|
2024
Q1 | $633K | Hold |
6,913
| – | – | 0.03% | 116 |
|
2023
Q4 | $650K | Sell |
6,913
-67
| -1% | -$6.3K | 0.03% | 109 |
|
2023
Q3 | $646K | Sell |
6,980
-13
| -0.2% | -$1.2K | 0.03% | 107 |
|
2023
Q2 | $683K | Sell |
6,993
-95
| -1% | -$9.27K | 0.03% | 110 |
|
2023
Q1 | $689K | Hold |
7,088
| – | – | 0.04% | 112 |
|
2022
Q4 | $717K | Hold |
7,088
| – | – | 0.04% | 108 |
|
2022
Q3 | $588K | Sell |
7,088
-1,001
| -12% | -$83K | 0.04% | 103 |
|
2022
Q2 | $816K | Sell |
8,089
-248
| -3% | -$25K | 0.05% | 94 |
|
2022
Q1 | $783K | Buy |
+8,337
| New | +$783K | 0.04% | 102 |
|