MWM
Mattern Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
5,709
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $908K | Hold |
5,709
| – | – | 0.2% | 69 |
|
|
2024
Q4 | $689K | Hold |
5,709
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $693K | Hold |
5,709
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $578K | Buy |
5,709
+600
| +12% | +$60.8K | 0.14% | 94 |
|
|
2024
Q1 | $468K | Hold |
5,109
| – | – | 0.11% | 112 |
|
|
2023
Q4 | $481K | Sell |
5,109
-600
| -11% | -$56.4K | 0.12% | 109 |
|
|
2023
Q3 | $529K | Hold |
5,709
| – | – | 0.16% | 101 |
|
|
2023
Q2 | $557K | Hold |
5,709
| – | – | 0.16% | 100 |
|
|
2023
Q1 | $555K | Hold |
5,709
| – | – | 0.18% | 109 |
|
|
2022
Q4 | $578K | Sell |
5,709
-28
| -0.5% | -$2.83K | 0.23% | 95 |
|
|
2022
Q3 | $476K | Hold |
5,737
| – | – | 0.19% | 101 |
|
|
2022
Q2 | $566K | Hold |
5,737
| – | – | 0.22% | 87 |
|
|
2022
Q1 | $539K | Hold |
5,737
| – | – | 0.18% | 98 |
|
|
2021
Q4 | $545K | Buy |
5,737
+28
| +0.5% | +$2.66K | 0.16% | 105 |
|
|
2021
Q3 | $541K | Hold |
5,709
| – | – | 0.18% | 105 |
|
|
2021
Q2 | $565K | Hold |
5,709
| – | – | 0.18% | 105 |
|
|
2021
Q1 | $507K | Hold |
5,709
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $473K | Hold |
5,709
| – | – | 0.18% | 110 |
|
|
2020
Q3 | $428K | Hold |
5,709
| – | – | 0.18% | 108 |
|
|
2020
Q2 | $400K | Sell |
5,709
-153
| -3% | -$10.7K | 0.19% | 99 |
|
|
2020
Q1 | $428K | Sell |
5,862
-124
| -2% | -$9.05K | 0.31% | 87 |
|
|
2019
Q4 | $509K | Buy |
+5,986
| New | +$509K | 0.31% | 90 |
|