HWMG
Hurlow Wealth Management Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
3,271
+1
| +0% | +$182 | 0.17% | 55 |
|
|
2025
Q1 | $519K | Buy |
3,270
+444
| +16% | +$70.5K | 0.16% | 59 |
|
|
2024
Q4 | $340K | Buy |
2,826
+2
| +0.1% | +$241 | 0.11% | 84 |
|
|
2024
Q3 | $343K | Buy |
2,824
+71
| +3% | +$8.62K | 0.11% | 83 |
|
|
2024
Q2 | $279K | Sell |
2,753
-12
| -0.4% | -$1.22K | 0.1% | 91 |
|
|
2024
Q1 | $253K | Buy |
2,765
+14
| +0.5% | +$1.28K | 0.09% | 99 |
|
|
2023
Q4 | $259K | Buy |
2,751
+3
| +0.1% | +$282 | 0.1% | 94 |
|
|
2023
Q3 | $254K | Sell |
2,748
-2
| -0.1% | -$185 | 0.11% | 88 |
|
|
2023
Q2 | $268K | Buy |
2,750
+1
| +0% | +$98 | 0.11% | 88 |
|
|
2023
Q1 | $267K | Sell |
2,749
-38
| -1% | -$3.7K | 0.12% | 88 |
|
|
2022
Q4 | $282K | Buy |
2,787
+33
| +1% | +$3.34K | 0.15% | 83 |
|
|
2022
Q3 | $229K | Hold |
2,754
| – | – | 0.13% | 87 |
|
|
2022
Q2 | $272K | Buy |
2,754
+504
| +22% | +$49.8K | 0.16% | 79 |
|
|
2022
Q1 | $211K | Sell |
2,250
-577
| -20% | -$54.1K | 0.13% | 91 |
|
|
2021
Q4 | $225K | Buy |
2,827
+577
| +26% | +$45.9K | 0.18% | 83 |
|
|
2021
Q3 | $213K | Hold |
2,250
| – | – | 0.13% | 91 |
|
|
2021
Q2 | $223K | Sell |
2,250
-36
| -2% | -$3.57K | 0.15% | 86 |
|
|
2021
Q1 | $203K | Sell |
2,286
-415
| -15% | -$36.9K | 0.15% | 94 |
|
|
2020
Q4 | $224K | Hold |
2,701
| – | – | 0.18% | 87 |
|
|
2020
Q3 | $203K | Buy |
+2,701
| New | +$203K | 0.19% | 87 |
|
|
2020
Q2 | – | Sell |
-2,701
| Closed | -$204K | – | 90 |
|
|
2020
Q1 | $204K | Buy |
+2,701
| New | +$204K | 0.22% | 86 |
|
|
2019
Q3 | – | Sell |
-2,551
| Closed | -$209K | – | 98 |
|
|
2019
Q2 | $209K | Hold |
2,551
| – | – | 0.22% | 89 |
|
|
2019
Q1 | $221K | Buy |
+2,551
| New | +$221K | 0.24% | 88 |
|