OWP
Obermeyer Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
3,610
+137
| +4% | +$25K | 0.03% | 135 |
|
|
2025
Q1 | $551K | Buy |
3,473
+29
| +0.8% | +$4.6K | 0.03% | 140 |
|
|
2024
Q4 | $414K | Buy |
3,444
+28
| +0.8% | +$3.37K | 0.02% | 174 |
|
|
2024
Q3 | $415K | Buy |
3,416
+67
| +2% | +$8.13K | 0.02% | 175 |
|
|
2024
Q2 | $339K | Sell |
3,349
-457
| -12% | -$46.3K | 0.02% | 182 |
|
|
2024
Q1 | $349K | Buy |
3,806
+305
| +9% | +$27.9K | 0.02% | 178 |
|
|
2023
Q4 | $329K | Hold |
3,501
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $324K | Buy |
3,501
+154
| +5% | +$14.3K | 0.02% | 151 |
|
|
2023
Q2 | $327K | Hold |
3,347
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $325K | Sell |
3,347
-120
| -3% | -$11.7K | 0.02% | 149 |
|
|
2022
Q4 | $351K | Hold |
3,467
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $288K | Buy |
+3,467
| New | +$288K | 0.02% | 155 |
|
|
2018
Q2 | – | Sell |
-2,837
| Closed | -$282K | – | 119 |
|
|
2018
Q1 | $282K | Hold |
2,837
| – | – | 0.03% | 94 |
|
|
2017
Q4 | $300K | Hold |
2,837
| – | – | 0.03% | 98 |
|
|
2017
Q3 | $315K | Hold |
2,837
| – | – | 0.03% | 94 |
|
|
2017
Q2 | $333K | Hold |
2,837
| – | – | 0.03% | 90 |
|
|
2017
Q1 | $320K | Sell |
2,837
-465
| -14% | -$52.5K | 0.03% | 99 |
|
|
2016
Q4 | $302K | Buy |
3,302
+500
| +18% | +$45.7K | 0.03% | 105 |
|
|
2016
Q3 | $272K | Hold |
2,802
| – | – | 0.03% | 107 |
|
|
2016
Q2 | $285K | Buy |
2,802
+200
| +8% | +$20.3K | 0.03% | 104 |
|
|
2016
Q1 | $255K | Hold |
2,602
| – | – | 0.02% | 106 |
|
|
2015
Q4 | $229K | Hold |
2,602
| – | – | 0.02% | 108 |
|
|
2015
Q3 | $206K | Buy |
+2,602
| New | +$206K | 0.02% | 115 |
|
|
2015
Q1 | – | Sell |
-2,902
| Closed | -$236K | – | 146 |
|
|
2014
Q4 | $236K | Buy |
+2,902
| New | +$236K | 0.02% | 126 |
|
|
2014
Q2 | – | Sell |
-3,077
| Closed | -$252K | – | 70 |
|
|
2014
Q1 | $252K | Buy |
+3,077
| New | +$252K | 0.06% | 47 |
|
|
2013
Q3 | – | Sell |
-2,082
| Closed | -$180K | – | 218 |
|
|
2013
Q2 | $180K | Buy |
+2,082
| New | +$180K | 0.05% | 61 |
|