KWM
Kolinsky Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $835K | Buy |
6,938
+6
| +0.1% | +$722 | 0.51% | 28 |
|
|
2024
Q3 | $842K | Sell |
6,932
-421
| -6% | -$51.1K | 0.55% | 33 |
|
|
2024
Q2 | $745K | Buy |
7,353
+2,522
| +52% | +$256K | 0.53% | 36 |
|
|
2024
Q1 | $443K | Buy |
4,831
+155
| +3% | +$14.2K | 0.34% | 70 |
|
|
2023
Q4 | $440K | Sell |
4,676
-315
| -6% | -$29.6K | 0.39% | 63 |
|
|
2023
Q3 | $462K | Sell |
4,991
-431
| -8% | -$39.9K | 0.46% | 47 |
|
|
2023
Q2 | $530K | Buy |
5,422
+308
| +6% | +$30.1K | 0.5% | 39 |
|
|
2023
Q1 | $497K | Buy |
5,114
+522
| +11% | +$50.7K | 0.53% | 39 |
|
|
2022
Q4 | $465K | Buy |
4,592
+321
| +8% | +$32.5K | 0.53% | 38 |
|
|
2022
Q3 | $355K | Buy |
4,271
+109
| +3% | +$9.06K | 0.44% | 48 |
|
|
2022
Q2 | $411K | Buy |
4,162
+122
| +3% | +$12K | 0.49% | 44 |
|
|
2022
Q1 | $380K | Buy |
4,040
+676
| +20% | +$63.6K | 0.37% | 53 |
|
|
2021
Q4 | $320K | Buy |
+3,364
| New | +$320K | 0.3% | 90 |
|