MWM
MinichMacGregor Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
+2,797
| New | +$509K | 0.11% | 68 |
|
|
2019
Q1 | – | Sell |
-4,375
| Closed | -$486K | – | 105 |
|
|
2018
Q4 | $486K | Buy |
4,375
+4,275
| +4,275% | +$475K | 0.33% | 66 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | 0.01% | 338 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | 0.01% | 321 |
|
|
2017
Q4 | $10K | Sell |
100
-708
| -88% | -$70.8K | 0.01% | 306 |
|
|
2017
Q3 | $89K | Sell |
808
-49
| -6% | -$5.4K | 0.07% | 67 |
|
|
2017
Q2 | $100K | Sell |
857
-47
| -5% | -$5.48K | 0.09% | 63 |
|
|
2017
Q1 | $102K | Buy |
904
+804
| +804% | +$90.7K | 0.09% | 63 |
|
|
2016
Q4 | $9K | Sell |
100
-750
| -88% | -$67.5K | 0.01% | 274 |
|
|
2016
Q3 | $82K | Sell |
850
-146
| -15% | -$14.1K | 0.08% | 79 |
|
|
2016
Q2 | $101K | Sell |
996
-200
| -17% | -$20.3K | 0.1% | 65 |
|
|
2016
Q1 | $117K | Buy |
1,196
+200
| +20% | +$19.6K | 0.11% | 54 |
|
|
2015
Q4 | $82K | Buy |
+996
| New | +$82K | 0.08% | 72 |
|