RWM
Ritholtz Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
80,993
+19,506
| +32% | +$3.55M | 0.33% | 38 |
|
|
2025
Q1 | $9.76M | Buy |
61,487
+7,603
| +14% | +$1.21M | 0.29% | 45 |
|
|
2024
Q4 | $6.48M | Buy |
53,884
+18,183
| +51% | +$2.19M | 0.19% | 66 |
|
|
2024
Q3 | $4.33M | Buy |
35,701
+7,094
| +25% | +$861K | 0.13% | 95 |
|
|
2024
Q2 | $2.9M | Buy |
28,607
+10,082
| +54% | +$1.02M | 0.1% | 145 |
|
|
2024
Q1 | $1.7M | Sell |
18,525
-1,326
| -7% | -$121K | 0.06% | 229 |
|
|
2023
Q4 | $1.87M | Sell |
19,851
-27,164
| -58% | -$2.56M | 0.07% | 181 |
|
|
2023
Q3 | $4.35M | Buy |
47,015
+25,734
| +121% | +$2.38M | 0.2% | 68 |
|
|
2023
Q2 | $2.08M | Buy |
21,281
+1,721
| +9% | +$168K | 0.09% | 132 |
|
|
2023
Q1 | $1.9M | Sell |
19,560
-30,964
| -61% | -$3.01M | 0.09% | 137 |
|
|
2022
Q4 | $5.11M | Sell |
50,524
-17,817
| -26% | -$1.8M | 0.29% | 54 |
|
|
2022
Q3 | $5.67M | Buy |
68,341
+48,461
| +244% | +$4.02M | 0.3% | 37 |
|
|
2022
Q2 | $1.96M | Buy |
19,880
+5,352
| +37% | +$528K | 0.12% | 93 |
|
|
2022
Q1 | $1.37M | Buy |
14,528
+2,230
| +18% | +$210K | 0.09% | 132 |
|
|
2021
Q4 | $1.17M | Sell |
12,298
-1,136
| -8% | -$108K | 0.07% | 141 |
|
|
2021
Q3 | $1.27M | Buy |
13,434
+2,796
| +26% | +$265K | 0.09% | 106 |
|
|
2021
Q2 | $1.05M | Buy |
10,638
+2,973
| +39% | +$295K | 0.08% | 135 |
|
|
2021
Q1 | $680K | Buy |
7,665
+1,813
| +31% | +$161K | 0.06% | 162 |
|
|
2020
Q4 | $484K | Sell |
5,852
-574
| -9% | -$47.5K | 0.05% | 172 |
|
|
2020
Q3 | $482K | Buy |
6,426
+944
| +17% | +$70.8K | 0.05% | 142 |
|
|
2020
Q2 | $384K | Buy |
5,482
+2,590
| +90% | +$181K | 0.05% | 142 |
|
|
2020
Q1 | $211K | Sell |
2,892
-3,632
| -56% | -$265K | 0.03% | 142 |
|
|
2019
Q4 | $555K | Buy |
6,524
+2,147
| +49% | +$183K | 0.08% | 77 |
|
|
2019
Q3 | $332K | Sell |
4,377
-124
| -3% | -$9.41K | 0.05% | 104 |
|
|
2019
Q2 | $353K | Sell |
4,501
-523
| -10% | -$41K | 0.06% | 95 |
|
|
2019
Q1 | $444K | Buy |
5,024
+244
| +5% | +$21.6K | 0.08% | 79 |
|
|
2018
Q4 | $319K | Sell |
4,780
-939
| -16% | -$62.7K | 0.07% | 87 |
|
|
2018
Q3 | $466K | Sell |
5,719
-2,337
| -29% | -$190K | 0.12% | 64 |
|
|
2018
Q2 | $650K | Sell |
8,056
-2,265
| -22% | -$183K | 0.18% | 48 |
|
|
2018
Q1 | $1.03M | Sell |
10,321
-1,819
| -15% | -$181K | 0.29% | 30 |
|
|
2017
Q4 | $1.28M | Buy |
12,140
+6,314
| +108% | +$667K | 0.38% | 29 |
|
|
2017
Q3 | $647K | Buy |
5,826
+127
| +2% | +$14.1K | 0.24% | 35 |
|
|
2017
Q2 | $669K | Buy |
+5,699
| New | +$669K | 0.28% | 33 |
|
|
2016
Q4 | $700K | Buy |
+7,649
| New | +$700K | 0.36% | 36 |
|