MSWM
McGlone Suttner Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
6,473
+401
| +7% | +$73K | 0.18% | 61 |
|
|
2025
Q1 | $964K | Buy |
6,072
+566
| +10% | +$89.8K | 0.16% | 69 |
|
|
2024
Q4 | $663K | Buy |
5,506
+284
| +5% | +$34.2K | 0.11% | 82 |
|
|
2024
Q3 | $634K | Buy |
5,222
+746
| +17% | +$90.6K | 0.13% | 84 |
|
|
2024
Q2 | $421K | Sell |
4,476
-683
| -13% | -$64.3K | 0.09% | 96 |
|
|
2024
Q1 | $473K | Buy |
5,159
+683
| +15% | +$62.6K | 0.09% | 99 |
|
|
2023
Q4 | $421K | Buy |
4,476
+359
| +9% | +$33.8K | 0.08% | 96 |
|
|
2023
Q3 | $381K | Buy |
4,117
+216
| +6% | +$20K | 0.09% | 89 |
|
|
2023
Q2 | $381K | Buy |
3,901
+191
| +5% | +$18.6K | 0.09% | 90 |
|
|
2023
Q1 | $361K | Buy |
3,710
+390
| +12% | +$37.9K | 0.09% | 87 |
|
|
2022
Q4 | $336K | Buy |
+3,320
| New | +$336K | 0.11% | 91 |
|