RSWM
Robertson Stephens Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Sell |
3,680
-341
| -8% | -$62.6K | 0.02% | 318 |
|
|
2025
Q1 | $643K | Sell |
4,021
-3,917
| -49% | -$627K | 0.02% | 320 |
|
|
2024
Q4 | $966K | Buy |
7,938
+4,467
| +129% | +$544K | 0.03% | 258 |
|
|
2024
Q3 | $426K | Sell |
3,471
-398
| -10% | -$48.9K | 0.02% | 445 |
|
|
2024
Q2 | $397K | Buy |
3,869
+256
| +7% | +$26.3K | 0.02% | 359 |
|
|
2024
Q1 | $336K | Buy |
3,613
+1,500
| +71% | +$139K | 0.02% | 406 |
|
|
2023
Q4 | $202K | Sell |
2,113
-138
| -6% | -$13.2K | 0.01% | 433 |
|
|
2023
Q3 | $211K | Buy |
2,251
+31
| +1% | +$2.91K | 0.01% | 423 |
|
|
2023
Q2 | $220K | Sell |
2,220
-1,072
| -33% | -$106K | 0.02% | 398 |
|
|
2023
Q1 | $325K | Buy |
3,292
+580
| +21% | +$57.2K | 0.03% | 351 |
|
|
2022
Q4 | $278K | Hold |
2,712
| – | – | 0.03% | 343 |
|
|
2022
Q3 | $228K | Sell |
2,712
-1,607
| -37% | -$135K | 0.02% | 318 |
|
|
2022
Q2 | $431K | Sell |
4,319
-33
| -0.8% | -$3.29K | 0.04% | 252 |
|
|
2022
Q1 | $414K | Buy |
4,352
+216
| +5% | +$20.5K | 0.03% | 271 |
|
|
2021
Q4 | $397K | Buy |
4,136
+844
| +26% | +$81K | 0.03% | 285 |
|
|
2021
Q3 | $316K | Sell |
3,292
-41
| -1% | -$3.94K | 0.04% | 252 |
|
|
2021
Q2 | $334K | Sell |
3,333
-2,113
| -39% | -$212K | 0.04% | 253 |
|
|
2021
Q1 | $489K | Buy |
5,446
+786
| +17% | +$70.6K | 0.08% | 179 |
|
|
2020
Q4 | $391K | Buy |
4,660
+1,144
| +33% | +$96K | 0.08% | 158 |
|
|
2020
Q3 | $267K | Hold |
3,516
| – | – | 0.07% | 183 |
|
|
2020
Q2 | $250K | Buy |
+3,516
| New | +$250K | 0.07% | 160 |
|