KMWM
Keudell/Morrison Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
16,249
-4,369
| -21% | -$796K | 0.66% | 29 |
|
|
2025
Q1 | $3.27M | Buy |
20,618
+1,314
| +7% | +$209K | 0.77% | 24 |
|
|
2024
Q4 | $2.32M | Sell |
19,304
-799
| -4% | -$96.2K | 0.61% | 34 |
|
|
2024
Q3 | $2.44M | Sell |
20,103
-1,649
| -8% | -$200K | 0.66% | 31 |
|
|
2024
Q2 | $2.2M | Buy |
21,752
+207
| +1% | +$21K | 0.64% | 33 |
|
|
2024
Q1 | $1.97M | Buy |
21,545
+177
| +0.8% | +$16.2K | 0.6% | 35 |
|
|
2023
Q4 | $2.01M | Sell |
21,368
-1,735
| -8% | -$163K | 0.66% | 29 |
|
|
2023
Q3 | $2.14M | Sell |
23,103
-502
| -2% | -$46.5K | 0.65% | 27 |
|
|
2023
Q2 | $2.3M | Sell |
23,605
-202
| -0.8% | -$19.7K | 0.66% | 26 |
|
|
2023
Q1 | $2.32M | Sell |
23,807
-554
| -2% | -$53.9K | 0.68% | 25 |
|
|
2022
Q4 | $2.47M | Sell |
24,361
-148
| -0.6% | -$15K | 0.79% | 23 |
|
|
2022
Q3 | $2.03M | Buy |
24,509
+1,327
| +6% | +$110K | 0.76% | 23 |
|
|
2022
Q2 | $2.29M | Sell |
23,182
-285
| -1% | -$28.1K | 0.83% | 22 |
|
|
2022
Q1 | $2.21M | Sell |
23,467
-172
| -0.7% | -$16.2K | 0.92% | 20 |
|
|
2021
Q4 | $2.25M | Sell |
23,639
-462
| -2% | -$43.9K | 0.89% | 22 |
|
|
2021
Q3 | $2.28M | Sell |
24,101
-233
| -1% | -$22.1K | 0.98% | 19 |
|
|
2021
Q2 | $2.41M | Sell |
24,334
-443
| -2% | -$43.9K | 1.32% | 18 |
|
|
2021
Q1 | $2.2M | Sell |
24,777
-478
| -2% | -$42.4K | 1.28% | 18 |
|
|
2020
Q4 | $2.09M | Buy |
25,255
+713
| +3% | +$59K | 1.33% | 16 |
|
|
2020
Q3 | $1.84M | Sell |
24,542
-20
| -0.1% | -$1.5K | 1.18% | 19 |
|
|
2020
Q2 | $1.72M | Sell |
24,562
-890
| -3% | -$62.4K | 1.42% | 14 |
|
|
2020
Q1 | $1.86M | Sell |
25,452
-252
| -1% | -$18.4K | 1.82% | 11 |
|
|
2019
Q4 | $2.19M | Sell |
25,704
-64
| -0.2% | -$5.45K | 1.51% | 15 |
|
|
2019
Q3 | $1.96M | Sell |
25,768
-1,043
| -4% | -$79.2K | 1.61% | 13 |
|
|
2019
Q2 | $2.18M | Buy |
26,811
+477
| +2% | +$38.8K | 1.91% | 11 |
|
|
2019
Q1 | $2.33M | Buy |
+26,334
| New | +$2.33M | 2.05% | 9 |
|