PJWM
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Philip James Wealth Mangement’s Immersion IMMR Stock Holding History

Philip James Wealth Mangement’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,948
Closed -$83K – 173
2025
Q1 		$83K Sell
10,948
-6,350
-37% -$48.1K 0.01% 166
2024
Q4 		$151K Sell
17,298
-1,132
-6% -$9.88K 0.02% 171
2024
Q3 		$164K Buy
+18,430
New +$164K 0.02% 163