PWM
PBMares Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
14,638
+93
| +0.6% | +$16.9K | 0.49% | 31 |
|
|
2025
Q1 | $2.31M | Buy |
14,545
+7,295
| +101% | +$1.16M | 0.46% | 31 |
|
|
2024
Q4 | $872K | Sell |
7,250
-596
| -8% | -$71.7K | 0.18% | 77 |
|
|
2024
Q3 | $953K | Sell |
7,846
-115
| -1% | -$14K | 0.2% | 69 |
|
|
2024
Q2 | $807K | Sell |
7,961
-393
| -5% | -$39.8K | 0.2% | 79 |
|
|
2024
Q1 | $765K | Sell |
8,354
-257
| -3% | -$23.5K | 0.2% | 82 |
|
|
2023
Q4 | $810K | Sell |
8,611
-1,801
| -17% | -$169K | 0.24% | 69 |
|
|
2023
Q3 | $964K | Buy |
10,412
+250
| +2% | +$23.1K | 0.35% | 53 |
|
|
2023
Q2 | $992K | Sell |
10,162
-100
| -1% | -$9.76K | 0.35% | 52 |
|
|
2023
Q1 | $998K | Buy |
10,262
+1,149
| +13% | +$112K | 0.37% | 50 |
|
|
2022
Q4 | $922K | Sell |
9,113
-1,000
| -10% | -$101K | 0.37% | 52 |
|
|
2022
Q3 | $839K | Sell |
10,113
-882
| -8% | -$73.2K | 0.37% | 52 |
|
|
2022
Q2 | $1.09M | Sell |
10,995
-2,291
| -17% | -$226K | 0.47% | 45 |
|
|
2022
Q1 | $1.25M | Sell |
13,286
-4,479
| -25% | -$421K | 0.77% | 29 |
|
|
2021
Q4 | $1.69M | Sell |
17,765
-370
| -2% | -$35.2K | 0.71% | 22 |
|
|
2021
Q3 | $1.72M | Sell |
18,135
-1,021
| -5% | -$96.8K | 0.82% | 21 |
|
|
2021
Q2 | $1.9M | Sell |
19,156
-1,215
| -6% | -$120K | 1.03% | 17 |
|
|
2021
Q1 | $1.81M | Buy |
20,371
+7,612
| +60% | +$676K | 1.48% | 13 |
|
|
2020
Q4 | $1.06M | Buy |
12,759
+7,512
| +143% | +$622K | 1.21% | 22 |
|
|
2020
Q3 | $393K | Buy |
5,247
+266
| +5% | +$19.9K | 0.58% | 61 |
|
|
2020
Q2 | $349K | Hold |
4,981
| – | – | 0.52% | 68 |
|
|
2020
Q1 | $363K | Buy |
4,981
+334
| +7% | +$24.3K | 0.57% | 63 |
|
|
2019
Q4 | $395K | Buy |
+4,647
| New | +$395K | 0.47% | 71 |
|