MSWM
Mowery & Schoenfeld Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
627
-125
| -17% | -$22.8K | 0.17% | 67 |
|
|
2025
Q1 | $119K | Sell |
752
-74
| -9% | -$11.7K | 0.23% | 72 |
|
|
2024
Q4 | $99.4K | Buy |
826
+188
| +29% | +$22.6K | 0.19% | 71 |
|
|
2024
Q3 | $77.5K | Buy |
638
+89
| +16% | +$10.8K | 0.12% | 75 |
|
|
2024
Q2 | $55.6K | Hold |
549
| – | – | 0.08% | 91 |
|
|
2024
Q1 | $50.3K | Buy |
+549
| New | +$50.3K | 0.1% | 77 |
|