Northwestern Mutual Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3M | Buy |
363,785
+27,472
| +8% | +$5M | 0.05% | 192 |
|
|
2025
Q1 | $53.4M | Buy |
336,313
+187,550
| +126% | +$29.8M | 0.04% | 197 |
|
|
2024
Q4 | $17.9M | Buy |
148,763
+2,827
| +2% | +$340K | 0.02% | 349 |
|
|
2024
Q3 | $17.7M | Buy |
145,936
+16,242
| +13% | +$1.97M | 0.02% | 337 |
|
|
2024
Q2 | $13.1M | Sell |
129,694
-26,485
| -17% | -$2.68M | 0.01% | 368 |
|
|
2024
Q1 | $14.3M | Buy |
156,179
+21,999
| +16% | +$2.02M | 0.01% | 345 |
|
|
2023
Q4 | $12.6M | Sell |
134,180
-117,829
| -47% | -$11.1M | 0.01% | 350 |
|
|
2023
Q3 | $23.3M | Buy |
252,009
+18,763
| +8% | +$1.74M | 0.03% | 262 |
|
|
2023
Q2 | $22.8M | Buy |
233,246
+123,165
| +112% | +$12M | 0.03% | 264 |
|
|
2023
Q1 | $10.7M | Buy |
110,081
+9,394
| +9% | +$914K | 0.01% | 339 |
|
|
2022
Q4 | $10.2M | Buy |
100,687
+7,247
| +8% | +$733K | 0.02% | 330 |
|
|
2022
Q3 | $7.76M | Sell |
93,440
-2,283
| -2% | -$190K | 0.01% | 334 |
|
|
2022
Q2 | $9.45M | Buy |
95,723
+4,105
| +4% | +$405K | 0.02% | 299 |
|
|
2022
Q1 | $8.61M | Buy |
91,618
+5,660
| +7% | +$532K | 0.01% | 331 |
|
|
2021
Q4 | $8.17M | Buy |
85,958
+6,392
| +8% | +$607K | 0.01% | 328 |
|
|
2021
Q3 | $7.54M | Sell |
79,566
-5,798
| -7% | -$550K | 0.01% | 317 |
|
|
2021
Q2 | $8.46M | Buy |
85,364
+5,849
| +7% | +$580K | 0.02% | 281 |
|
|
2021
Q1 | $7.06M | Sell |
79,515
-2,393
| -3% | -$212K | 0.02% | 282 |
|
|
2020
Q4 | $6.78M | Sell |
81,908
-7,964
| -9% | -$659K | 0.02% | 276 |
|
|
2020
Q3 | $6.74M | Buy |
89,872
+6,935
| +8% | +$520K | 0.02% | 252 |
|
|
2020
Q2 | $5.81M | Sell |
82,937
-4,226
| -5% | -$296K | 0.02% | 252 |
|
|
2020
Q1 | $6.36M | Buy |
87,163
+9,836
| +13% | +$718K | 0.02% | 227 |
|
|
2019
Q4 | $6.58M | Buy |
77,327
+6,287
| +9% | +$535K | 0.02% | 240 |
|
|
2019
Q3 | $5.39M | Buy |
71,040
+2,622
| +4% | +$199K | 0.02% | 251 |
|
|
2019
Q2 | $5.37M | Buy |
68,418
+289
| +0.4% | +$22.7K | 0.02% | 245 |
|
|
2019
Q1 | $6.02M | Buy |
68,129
+693
| +1% | +$61.3K | 0.03% | 229 |
|
|
2018
Q4 | $4.5M | Sell |
67,436
-7,289
| -10% | -$487K | 0.02% | 247 |
|
|
2018
Q3 | $6.09M | Buy |
74,725
+664
| +0.9% | +$54.1K | 0.03% | 211 |
|
|
2018
Q2 | $5.98M | Buy |
74,061
+1,993
| +3% | +$161K | 0.03% | 203 |
|
|
2018
Q1 | $7.16M | Buy |
72,068
+507
| +0.7% | +$50.4K | 0.04% | 186 |
|
|
2017
Q4 | $7.56M | Buy |
71,561
+4,420
| +7% | +$467K | 0.05% | 173 |
|
|
2017
Q3 | $7.46M | Buy |
67,141
+3,674
| +6% | +$408K | 0.05% | 165 |
|
|
2017
Q2 | $7.46M | Sell |
63,467
-748
| -1% | -$87.9K | 0.06% | 159 |
|
|
2017
Q1 | $7.25M | Sell |
64,215
-2,310
| -3% | -$261K | 0.07% | 149 |
|
|
2016
Q4 | $6.09M | Buy |
66,525
+51,728
| +350% | +$4.73M | 0.07% | 159 |
|
|
2016
Q3 | $1.44M | Sell |
14,797
-80,831
| -85% | -$7.86M | 0.09% | 103 |
|
|
2016
Q2 | $9.73M | Buy |
95,628
+7,449
| +8% | +$758K | 0.14% | 110 |
|
|
2016
Q1 | $8.65M | Buy |
88,179
+18,463
| +26% | +$1.81M | 0.14% | 118 |
|
|
2015
Q4 | $6.13M | Buy |
69,716
+8,228
| +13% | +$723K | 0.12% | 136 |
|
|
2015
Q3 | $4.88M | Buy |
61,488
+7,591
| +14% | +$602K | 0.12% | 141 |
|
|
2015
Q2 | $4.32M | Buy |
53,897
+235
| +0.4% | +$18.8K | 0.11% | 145 |
|
|
2015
Q1 | $4.04M | Buy |
53,662
+4,780
| +10% | +$360K | 0.11% | 150 |
|
|
2014
Q4 | $3.98M | Buy |
48,882
+6,451
| +15% | +$525K | 0.12% | 143 |
|
|
2014
Q3 | $3.54M | Buy |
42,431
+1,607
| +4% | +$134K | 0.12% | 142 |
|
|
2014
Q2 | $3.44M | Buy |
40,824
+931
| +2% | +$78.5K | 0.13% | 131 |
|
|
2014
Q1 | $3.27M | Buy |
39,893
+3,452
| +9% | +$283K | 0.14% | 127 |
|
|
2013
Q4 | $3.18M | Sell |
36,441
-1,212
| -3% | -$106K | 0.14% | 121 |
|
|
2013
Q3 | $3.26M | Sell |
37,653
-803
| -2% | -$69.5K | 0.17% | 115 |
|
|
2013
Q2 | $3.33M | Buy |
+38,456
| New | +$3.33M | 0.2% | 103 |
|