RMR Wealth Builders’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
2,917
+151
| +5% | +$27.5K | 0.05% | 156 |
|
|
2025
Q1 | $439K | Buy |
2,766
+307
| +12% | +$48.7K | 0.05% | 163 |
|
|
2024
Q4 | $296K | Sell |
2,459
-143
| -5% | -$17.2K | 0.03% | 212 |
|
|
2024
Q3 | $316K | Buy |
2,602
+74
| +3% | +$8.98K | 0.03% | 203 |
|
|
2024
Q2 | $256K | Sell |
2,528
-14
| -0.6% | -$1.42K | 0.03% | 216 |
|
|
2024
Q1 | $233K | Sell |
2,542
-197
| -7% | -$18K | 0.03% | 235 |
|
|
2023
Q4 | $258K | Buy |
2,739
+322
| +13% | +$30.3K | 0.04% | 207 |
|
|
2023
Q3 | $224K | Buy |
2,417
+7
| +0.3% | +$648 | 0.04% | 212 |
|
|
2023
Q2 | $238K | Buy |
2,410
+8
| +0.3% | +$791 | 0.04% | 184 |
|
|
2023
Q1 | $234K | Buy |
+2,402
| New | +$234K | 0.04% | 188 |
|
|
2022
Q2 | – | Sell |
-2,202
| Closed | -$207K | – | 211 |
|
|
2022
Q1 | $207K | Buy |
+2,202
| New | +$207K | 0.04% | 198 |
|
|
2021
Q4 | – | Sell |
-3,669
| Closed | -$348K | – | 188 |
|
|
2021
Q3 | $348K | Sell |
3,669
-212
| -5% | -$20.1K | 0.1% | 124 |
|
|
2021
Q2 | $389K | Sell |
3,881
-459
| -11% | -$46K | 0.13% | 113 |
|
|
2021
Q1 | $385K | Buy |
4,340
+72
| +2% | +$6.39K | 0.1% | 121 |
|
|
2020
Q4 | $353K | Sell |
4,268
-901
| -17% | -$74.5K | 0.17% | 96 |
|
|
2020
Q3 | $388K | Buy |
5,169
+1,089
| +27% | +$81.7K | 0.1% | 134 |
|
|
2020
Q2 | $286K | Buy |
+4,080
| New | +$286K | 0.25% | 90 |
|
|
2019
Q4 | $366K | Buy |
+4,305
| New | +$366K | 0.35% | 60 |
|