PWM
Prentice Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
1,969
+462
| +31% | +$84.1K | 0.09% | 94 |
|
|
2025
Q1 | $239K | Buy |
+1,507
| New | +$239K | 0.07% | 106 |
|
|
2024
Q4 | – | Sell |
-1,667
| Closed | -$202K | – | 110 |
|
|
2024
Q3 | $202K | Sell |
1,667
-2,052
| -55% | -$249K | 0.06% | 108 |
|
|
2024
Q2 | $377K | Sell |
3,719
-155
| -4% | -$15.7K | 0.12% | 85 |
|
|
2024
Q1 | $355K | Buy |
3,874
+333
| +9% | +$30.5K | 0.12% | 88 |
|
|
2023
Q4 | $333K | Buy |
3,541
+84
| +2% | +$7.9K | 0.13% | 88 |
|
|
2023
Q3 | $320K | Sell |
3,457
-103
| -3% | -$9.54K | 0.14% | 82 |
|
|
2023
Q2 | $348K | Buy |
3,560
+639
| +22% | +$62.4K | 0.16% | 80 |
|
|
2023
Q1 | $284K | Buy |
2,921
+374
| +15% | +$36.4K | 0.14% | 83 |
|
|
2022
Q4 | $258K | Buy |
+2,547
| New | +$258K | 0.13% | 84 |
|
|
2021
Q4 | – | Sell |
-989
| Closed | -$94K | – | 251 |
|
|
2021
Q3 | $94K | Hold |
989
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $98K | Hold |
989
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $88K | Buy |
+989
| New | +$88K | 0.05% | 137 |
|