Global Wealth Management Investment Advisory’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 | $227K | Buy |
+1,248
| New | +$227K | 0.04% | 137 |
|
|
2024
Q1 | – | Sell |
-1,485
| Closed | -$140K | – | 355 |
|
|
2023
Q4 | $140K | Hold |
1,485
| – | – | 0.04% | 140 |
|
|
2023
Q3 | $137K | Hold |
1,485
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $145K | Buy |
+1,485
| New | +$145K | 0.04% | 143 |
|
|
2022
Q3 | – | Sell |
-1,485
| Closed | -$147K | – | 382 |
|
|
2022
Q2 | $147K | Hold |
1,485
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $140K | Hold |
1,485
| – | – | 0.04% | 149 |
|
|
2021
Q4 | $141K | Hold |
1,485
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $141K | Sell |
1,485
-82
| -5% | -$7.79K | 0.04% | 155 |
|
|
2021
Q2 | $155K | Hold |
1,567
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $139K | Sell |
1,567
-20
| -1% | -$1.77K | 0.05% | 137 |
|
|
2020
Q4 | $131K | Hold |
1,587
| – | – | 0.05% | 128 |
|
|
2020
Q3 | $119K | Sell |
1,587
-2,017
| -56% | -$151K | 0.05% | 123 |
|
|
2020
Q2 | $252K | Sell |
3,604
-156
| -4% | -$10.9K | 0.11% | 105 |
|
|
2020
Q1 | $274K | Sell |
3,760
-1,313
| -26% | -$95.7K | 0.14% | 94 |
|
|
2019
Q4 | $432K | Buy |
5,073
+1
| +0% | +$85 | 0.18% | 85 |
|
|
2019
Q3 | $385K | Sell |
5,072
-1,047
| -17% | -$79.5K | 0.18% | 84 |
|
|
2019
Q2 | $481K | Buy |
6,119
+52
| +0.9% | +$4.09K | 0.23% | 78 |
|
|
2019
Q1 | $536K | Sell |
6,067
-3,228
| -35% | -$285K | 0.28% | 75 |
|
|
2018
Q4 | $621K | Buy |
+9,295
| New | +$621K | 0.36% | 78 |
|