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LWM Advisory Services’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,118
Closed -$513K 118
2022
Q3
$513K Buy
6,118
+949
+18% +$79.6K 0.58% 52
2022
Q2
$510K Buy
5,169
+1,538
+42% +$152K 0.61% 48
2022
Q1
$342K Buy
3,631
+530
+17% +$49.9K 0.42% 72
2021
Q4
$295K Buy
+3,101
New +$295K 0.37% 81