RDWM
Red Door Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
18,532
-45
| -0.2% | -$8.2K | 0.4% | 59 |
|
|
2025
Q1 | $2.95M | Sell |
18,577
-165
| -0.9% | -$26.2K | 0.44% | 56 |
|
|
2024
Q4 | $2.26M | Buy |
18,742
+982
| +6% | +$118K | 0.35% | 63 |
|
|
2024
Q3 | $2.16M | Buy |
17,760
+563
| +3% | +$68.3K | 0.36% | 62 |
|
|
2024
Q2 | $1.74M | Sell |
17,197
-1,477
| -8% | -$150K | 0.31% | 65 |
|
|
2024
Q1 | $1.71M | Buy |
18,674
+1,622
| +10% | +$149K | 0.33% | 64 |
|
|
2023
Q4 | $1.6M | Buy |
17,052
+469
| +3% | +$44.1K | 0.35% | 61 |
|
|
2023
Q3 | $1.54M | Buy |
16,583
+179
| +1% | +$16.6K | 0.38% | 60 |
|
|
2023
Q2 | $1.6M | Buy |
16,404
+4,303
| +36% | +$420K | 0.36% | 62 |
|
|
2023
Q1 | $1.18M | Buy |
12,101
+160
| +1% | +$15.6K | 0.37% | 62 |
|
|
2022
Q4 | $1.21M | Buy |
11,941
+4,726
| +66% | +$478K | 0.4% | 64 |
|
|
2022
Q3 | $598K | Sell |
7,215
-338
| -4% | -$28K | 0.23% | 77 |
|
|
2022
Q2 | $745K | Buy |
7,553
+511
| +7% | +$50.4K | 0.28% | 72 |
|
|
2022
Q1 | $661K | Buy |
7,042
+2,761
| +64% | +$259K | 0.22% | 76 |
|
|
2021
Q4 | $406K | Sell |
4,281
-71
| -2% | -$6.73K | 0.13% | 114 |
|
|
2021
Q3 | $413K | Buy |
4,352
+14
| +0.3% | +$1.33K | 0.16% | 101 |
|
|
2021
Q2 | $429K | Buy |
4,338
+71
| +2% | +$7.02K | 0.17% | 99 |
|
|
2021
Q1 | $379K | Buy |
4,267
+138
| +3% | +$12.3K | 0.19% | 88 |
|
|
2020
Q4 | $342K | Sell |
4,129
-563
| -12% | -$46.6K | 0.2% | 83 |
|
|
2020
Q3 | $352K | Buy |
4,692
+28
| +0.6% | +$2.1K | 0.26% | 80 |
|
|
2020
Q2 | $326K | Sell |
4,664
-52
| -1% | -$3.64K | 0.24% | 77 |
|
|
2020
Q1 | $344K | Sell |
4,716
-235
| -5% | -$17.1K | 0.33% | 68 |
|
|
2019
Q4 | $433K | Buy |
+4,951
| New | +$433K | 0.39% | 62 |
|