JWM
Jackson Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
3,147
-88
| -3% | -$16K | 0.06% | 103 |
|
|
2025
Q1 | $513K | Buy |
+3,235
| New | +$513K | 0.06% | 108 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$200K | – | 152 |
|
|
2019
Q4 | $200K | Buy |
+2,300
| New | +$200K | 0.03% | 147 |
|
|
2018
Q1 | – | Sell |
-19,817
| Closed | -$2.08M | – | 99 |
|
|
2017
Q4 | $2.08M | Buy |
19,817
+98
| +0.5% | +$10.3K | 0.53% | 55 |
|
|
2017
Q3 | $2.27M | Buy |
19,719
+768
| +4% | +$88.4K | 0.61% | 40 |
|
|
2017
Q2 | $2.2M | Buy |
18,951
+855
| +5% | +$99.1K | 0.7% | 34 |
|
|
2017
Q1 | $2.06M | Buy |
18,096
+549
| +3% | +$62.4K | 0.74% | 28 |
|
|
2016
Q4 | $1.62M | Sell |
17,547
-11,912
| -40% | -$1.1M | 0.63% | 41 |
|
|
2016
Q3 | $2.85M | Buy |
29,459
+391
| +1% | +$37.8K | 1.08% | 23 |
|
|
2016
Q2 | $2.96M | Buy |
29,068
+187
| +0.6% | +$19K | 1.1% | 21 |
|
|
2016
Q1 | $2.9M | Sell |
28,881
-688
| -2% | -$69K | 1.12% | 18 |
|
|
2015
Q4 | $2.63M | Buy |
29,569
+17,156
| +138% | +$1.53M | 1.04% | 25 |
|
|
2015
Q3 | $985K | Sell |
12,413
-2,111
| -15% | -$168K | 0.35% | 73 |
|
|
2015
Q2 | $1.16M | Sell |
14,524
-4,796
| -25% | -$384K | 0.39% | 73 |
|
|
2015
Q1 | $1.46M | Sell |
19,320
-1,339
| -6% | -$101K | 0.47% | 73 |
|
|
2014
Q4 | $1.68M | Buy |
+20,659
| New | +$1.68M | 0.55% | 64 |
|