JPWM
Jamison Private Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
4,907
-3,302
| -40% | -$601K | 0.13% | 111 |
|
|
2025
Q1 | $1.3M | Hold |
8,209
| – | – | 0.2% | 96 |
|
|
2024
Q4 | $988K | Buy |
8,209
+3,302
| +67% | +$397K | 0.15% | 108 |
|
|
2024
Q3 | $596K | Hold |
4,907
| – | – | 0.09% | 131 |
|
|
2024
Q2 | $497K | Buy |
4,907
+800
| +19% | +$81.1K | 0.08% | 133 |
|
|
2024
Q1 | $376K | Sell |
4,107
-225
| -5% | -$20.6K | 0.06% | 145 |
|
|
2023
Q4 | $408K | Hold |
4,332
| – | – | 0.08% | 138 |
|
|
2023
Q3 | $401K | Buy |
+4,332
| New | +$401K | 0.08% | 134 |
|