OBWG
Onyx Bridge Wealth Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
9,262
-303
| -3% | -$55.2K | 0.22% | 79 |
|
|
2025
Q1 | $1.52M | Sell |
9,565
-3
| -0% | -$476 | 0.22% | 86 |
|
|
2024
Q4 | $1.15M | Sell |
9,568
-86
| -0.9% | -$10.4K | 0.17% | 91 |
|
|
2024
Q3 | $1.17M | Buy |
9,654
+16
| +0.2% | +$1.94K | 0.18% | 92 |
|
|
2024
Q2 | $977K | Buy |
9,638
+820
| +9% | +$83.1K | 0.16% | 95 |
|
|
2024
Q1 | $838K | Sell |
8,818
-503
| -5% | -$47.8K | 0.15% | 103 |
|
|
2023
Q4 | $877K | Buy |
9,321
+2,223
| +31% | +$209K | 0.18% | 87 |
|
|
2023
Q3 | $657K | Buy |
7,098
+1,368
| +24% | +$127K | 0.15% | 102 |
|
|
2023
Q2 | $559K | Buy |
5,730
+827
| +17% | +$80.7K | 0.13% | 116 |
|
|
2023
Q1 | $477K | Buy |
4,903
+118
| +2% | +$11.5K | 0.19% | 92 |
|
|
2022
Q4 | $495K | Buy |
4,785
+463
| +11% | +$47.9K | 0.2% | 77 |
|
|
2022
Q3 | $370K | Buy |
4,322
+4
| +0.1% | +$342 | 0.17% | 101 |
|
|
2022
Q2 | $414K | Sell |
4,318
-265
| -6% | -$25.4K | 0.18% | 78 |
|
|
2022
Q1 | $466K | Sell |
4,583
-199
| -4% | -$20.2K | 0.18% | 69 |
|
|
2021
Q4 | $458K | Buy |
4,782
+33
| +0.7% | +$3.16K | 0.15% | 84 |
|
|
2021
Q3 | $463K | Buy |
4,749
+156
| +3% | +$15.2K | 0.17% | 70 |
|
|
2021
Q2 | $454K | Sell |
4,593
-2,280
| -33% | -$225K | 0.2% | 58 |
|
|
2021
Q1 | $610K | Buy |
6,873
+33
| +0.5% | +$2.93K | 0.31% | 39 |
|
|
2020
Q4 | $566K | Buy |
+6,840
| New | +$566K | 0.37% | 36 |
|