JWM
Janiczek Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Sell |
3,280
-3
| -0.1% | -$307 | 0.07% | 112 |
|
|
2024
Q1 | $304K | Sell |
3,283
-65
| -2% | -$6.03K | 0.06% | 131 |
|
|
2023
Q4 | $319K | Sell |
3,348
-230
| -6% | -$21.9K | 0.08% | 105 |
|
|
2023
Q3 | $335K | Buy |
3,578
+511
| +17% | +$47.8K | 0.09% | 92 |
|
|
2023
Q2 | $303K | Sell |
3,067
-3
| -0.1% | -$296 | 0.08% | 86 |
|
|
2023
Q1 | $305K | Sell |
3,070
-271
| -8% | -$27K | 0.09% | 81 |
|
|
2022
Q4 | $339K | Buy |
3,341
+378
| +13% | +$38.3K | 0.1% | 75 |
|
|
2022
Q3 | $252K | Sell |
2,963
-56
| -2% | -$4.76K | 0.08% | 83 |
|
|
2022
Q2 | $293K | Buy |
3,019
+322
| +12% | +$31.3K | 0.09% | 73 |
|
|
2022
Q1 | $253K | Buy |
2,697
+151
| +6% | +$14.2K | 0.07% | 87 |
|
|
2021
Q4 | $242K | Sell |
2,546
-63
| -2% | -$5.99K | 0.07% | 91 |
|
|
2021
Q3 | $247K | Buy |
2,609
+33
| +1% | +$3.12K | 0.09% | 79 |
|
|
2021
Q2 | $255K | Sell |
2,576
-103
| -4% | -$10.2K | 0.09% | 62 |
|
|
2021
Q1 | $238K | Buy |
2,679
+138
| +5% | +$12.3K | 0.09% | 59 |
|
|
2020
Q4 | $210K | Buy |
2,541
+35
| +1% | +$2.89K | 0.1% | 57 |
|
|
2020
Q3 | $188K | Buy |
2,506
+24
| +1% | +$1.8K | 0.1% | 46 |
|
|
2020
Q2 | $174K | Buy |
2,482
+21
| +0.9% | +$1.47K | 0.1% | 40 |
|
|
2020
Q1 | $180K | Hold |
2,461
| – | – | 0.1% | 37 |
|
|
2019
Q4 | $209K | Sell |
2,461
-133
| -5% | -$11.3K | 0.09% | 36 |
|
|
2019
Q3 | $197K | Buy |
2,594
+130
| +5% | +$9.87K | 0.09% | 37 |
|
|
2019
Q2 | $193K | Hold |
2,464
| – | – | 0.09% | 36 |
|
|
2019
Q1 | $218K | Hold |
2,464
| – | – | 0.1% | 39 |
|
|
2018
Q4 | $164K | Hold |
2,464
| – | – | 0.08% | 43 |
|
|
2018
Q3 | $201K | Buy |
2,464
+28
| +1% | +$2.28K | 0.11% | 40 |
|
|
2018
Q2 | $197K | Buy |
2,436
+21
| +0.9% | +$1.7K | 0.1% | 40 |
|
|
2018
Q1 | $240K | Buy |
2,415
+20
| +0.8% | +$1.99K | 0.14% | 34 |
|
|
2017
Q4 | $253K | Buy |
2,395
+32
| +1% | +$3.38K | 0.14% | 32 |
|
|
2017
Q3 | $262K | Hold |
2,363
| – | – | 0.15% | 32 |
|
|
2017
Q2 | $278K | Sell |
2,363
-841
| -26% | -$98.9K | 0.16% | 32 |
|
|
2017
Q1 | $362K | Buy |
3,204
+29
| +0.9% | +$3.28K | 0.21% | 24 |
|
|
2016
Q4 | $290K | Buy |
+3,175
| New | +$290K | 0.13% | 22 |
|