NWM
Northwest Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,680
+273
| +11% | +$49.7K | 0.09% | 105 |
|
|
2025
Q1 | $382K | Buy |
2,407
+428
| +22% | +$67.9K | 0.08% | 112 |
|
|
2024
Q4 | $238K | Buy |
+1,979
| New | +$238K | 0.05% | 148 |
|
|
2022
Q3 | – | Sell |
-2,120
| Closed | -$209K | – | 146 |
|
|
2022
Q2 | $209K | Sell |
2,120
-192
| -8% | -$18.9K | 0.09% | 140 |
|
|
2022
Q1 | $217K | Buy |
+2,312
| New | +$217K | 0.11% | 127 |
|
|
2021
Q3 | – | Sell |
-2,499
| Closed | -$248K | – | 131 |
|
|
2021
Q2 | $248K | Buy |
+2,499
| New | +$248K | 0.13% | 109 |
|
|
2020
Q1 | – | Sell |
-2,471
| Closed | -$210K | – | 107 |
|
|
2019
Q4 | $210K | Buy |
+2,471
| New | +$210K | 0.19% | 95 |
|
|
2019
Q3 | – | Sell |
-2,799
| Closed | -$220K | – | 120 |
|
|
2019
Q2 | $220K | Buy |
2,799
+3
| +0.1% | +$236 | 0.18% | 104 |
|
|
2019
Q1 | $247K | Sell |
2,796
-118
| -4% | -$10.4K | 0.19% | 95 |
|
|
2018
Q4 | $195K | Buy |
2,914
+688
| +31% | +$46K | 0.17% | 104 |
|
|
2018
Q3 | $182K | Sell |
2,226
-237
| -10% | -$19.4K | 0.14% | 115 |
|
|
2018
Q2 | $199K | Buy |
2,463
+102
| +4% | +$8.24K | 0.15% | 110 |
|
|
2018
Q1 | $234K | Buy |
+2,361
| New | +$234K | 0.17% | 96 |
|
|
2017
Q3 | – | Sell |
-2,414
| Closed | -$283K | – | 85 |
|
|
2017
Q2 | $283K | Sell |
2,414
-211
| -8% | -$24.7K | 0.26% | 76 |
|
|
2017
Q1 | $296K | Buy |
+2,625
| New | +$296K | 0.27% | 74 |
|