KOMWMG
Kerntke Otto McGlone 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 | $300K | Buy |
1,648
+13
| +0.8% | +$2.37K | 0.24% | 60 |
|
|
2025
Q1 | $259K | Buy |
+1,635
| New | +$259K | 0.23% | 68 |
|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$206K | – | 80 |
|
|
2024
Q3 | $206K | Buy |
+1,700
| New | +$206K | 0.17% | 75 |
|
|
2022
Q1 | – | Sell |
-2,501
| Closed | -$238K | – | 62 |
|
|
2021
Q4 | $238K | Sell |
2,501
-83
| -3% | -$7.9K | 0.29% | 58 |
|
|
2021
Q3 | $245K | Sell |
2,584
-1,206
| -32% | -$114K | 0.73% | 30 |
|
|
2021
Q2 | $376K | Buy |
3,790
+669
| +21% | +$66.4K | 0.15% | 94 |
|
|
2021
Q1 | $277K | Buy |
3,121
+197
| +7% | +$17.5K | 0.15% | 104 |
|
|
2020
Q4 | $242K | Buy |
2,924
+223
| +8% | +$18.5K | 0.14% | 103 |
|
|
2020
Q3 | $203K | Buy |
+2,701
| New | +$203K | 0.15% | 101 |
|
|
2020
Q1 | – | Sell |
-2,908
| Closed | -$247K | – | 104 |
|
|
2019
Q4 | $247K | Buy |
+2,908
| New | +$247K | 0.21% | 91 |
|