RWPA
Richard W. Paul & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
7,412
-2,525
| -25% | -$460K | 0.49% | 46 |
|
|
2025
Q1 | $1.58M | Sell |
9,937
-424
| -4% | -$67.3K | 0.62% | 34 |
|
|
2024
Q4 | $1.25M | Sell |
10,361
-414
| -4% | -$49.8K | 0.45% | 55 |
|
|
2024
Q3 | $1.31M | Sell |
10,775
-283
| -3% | -$34.4K | 0.47% | 55 |
|
|
2024
Q2 | $1.12M | Buy |
11,058
+250
| +2% | +$25.3K | 0.43% | 54 |
|
|
2024
Q1 | $990K | Buy |
10,808
+786
| +8% | +$72K | 0.4% | 69 |
|
|
2023
Q4 | $943K | Buy |
10,022
+52
| +0.5% | +$4.89K | 0.4% | 66 |
|
|
2023
Q3 | $923K | Buy |
9,970
+1,230
| +14% | +$114K | 0.42% | 65 |
|
|
2023
Q2 | $853K | Buy |
8,740
+552
| +7% | +$53.9K | 0.37% | 80 |
|
|
2023
Q1 | $796K | Sell |
8,188
-2,510
| -23% | -$244K | 0.37% | 79 |
|
|
2022
Q4 | $1.08M | Buy |
+10,698
| New | +$1.08M | 0.55% | 45 |
|