ISWM
Independent Solutions Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
21,833
+405
| +2% | +$73.8K | 0.78% | 39 |
|
|
2025
Q1 | $3.4M | Sell |
21,428
-1,033
| -5% | -$164K | 0.76% | 40 |
|
|
2024
Q4 | $2.7M | Buy |
22,461
+359
| +2% | +$43.2K | 0.59% | 49 |
|
|
2024
Q3 | $2.68M | Sell |
22,102
-410
| -2% | -$49.8K | 0.61% | 51 |
|
|
2024
Q2 | $2.28M | Sell |
22,512
-828
| -4% | -$83.9K | 0.52% | 60 |
|
|
2024
Q1 | $2.14M | Sell |
23,340
-889
| -4% | -$81.5K | 0.51% | 59 |
|
|
2023
Q4 | $2.28M | Buy |
24,229
+2,887
| +14% | +$272K | 0.58% | 51 |
|
|
2023
Q3 | $1.98M | Buy |
21,342
+226
| +1% | +$20.9K | 0.51% | 49 |
|
|
2023
Q2 | $2.06M | Buy |
21,116
+403
| +2% | +$39.3K | 0.52% | 48 |
|
|
2023
Q1 | $2.01M | Sell |
20,713
-224
| -1% | -$21.8K | 0.59% | 46 |
|
|
2022
Q4 | $2.12M | Buy |
20,937
+1,178
| +6% | +$119K | 0.65% | 42 |
|
|
2022
Q3 | $1.64M | Buy |
19,759
+276
| +1% | +$22.9K | 0.54% | 49 |
|
|
2022
Q2 | $1.92M | Buy |
19,483
+1,376
| +8% | +$136K | 0.6% | 44 |
|
|
2022
Q1 | $1.7M | Buy |
18,107
+2,583
| +17% | +$243K | 0.4% | 61 |
|
|
2021
Q4 | $1.47M | Buy |
15,524
+424
| +3% | +$40.3K | 0.35% | 77 |
|
|
2021
Q3 | $1.43M | Buy |
15,100
+1,083
| +8% | +$103K | 0.35% | 68 |
|
|
2021
Q2 | $1.39M | Buy |
14,017
+5,738
| +69% | +$569K | 0.34% | 70 |
|
|
2021
Q1 | $735K | Sell |
8,279
-156
| -2% | -$13.8K | 0.2% | 95 |
|
|
2020
Q4 | $698K | Sell |
8,435
-290
| -3% | -$24K | 0.22% | 89 |
|
|
2020
Q3 | $654K | Buy |
8,725
+306
| +4% | +$22.9K | 0.25% | 82 |
|
|
2020
Q2 | $590K | Sell |
8,419
-593
| -7% | -$41.5K | 0.25% | 81 |
|
|
2020
Q1 | $658K | Sell |
9,012
-99
| -1% | -$7.22K | 0.36% | 54 |
|
|
2019
Q4 | $775K | Buy |
+9,111
| New | +$775K | 0.34% | 56 |
|