MWAM
Manhattan West Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
29,130
-372
| -1% | -$67.8K | 1.23% | 25 |
|
|
2025
Q1 | $4.68M | Sell |
29,502
-6,825
| -19% | -$1.08M | 1.19% | 22 |
|
|
2024
Q4 | $4.37M | Buy |
36,327
+908
| +3% | +$109K | 1.18% | 24 |
|
|
2024
Q3 | $4.3M | Buy |
35,419
+1,922
| +6% | +$233K | 1.11% | 27 |
|
|
2024
Q2 | $3.39M | Sell |
33,497
-3,377
| -9% | -$342K | 0.92% | 32 |
|
|
2024
Q1 | $3.38M | Buy |
36,874
+5,087
| +16% | +$466K | 0.81% | 40 |
|
|
2023
Q4 | $2.99M | Buy |
+31,787
| New | +$2.99M | 0.84% | 34 |
|
|
2022
Q1 | – | Sell |
-3,067
| Closed | -$291K | – | 144 |
|
|
2021
Q4 | $291K | Buy |
+3,067
| New | +$291K | 0.17% | 89 |
|