RWP
RWA Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
10,762
+396
| +4% | +$72.1K | 0.02% | 252 |
|
|
2025
Q1 | $1.65M | Sell |
10,366
-806
| -7% | -$128K | 0.02% | 265 |
|
|
2024
Q4 | $1.34M | Buy |
11,172
+291
| +3% | +$35K | 0.02% | 287 |
|
|
2024
Q3 | $1.32M | Sell |
10,881
-411
| -4% | -$49.9K | 0.02% | 287 |
|
|
2024
Q2 | $1.14M | Buy |
11,292
+30
| +0.3% | +$3.04K | 0.02% | 283 |
|
|
2024
Q1 | $1.03M | Sell |
11,262
-1,041
| -8% | -$95.4K | 0.01% | 299 |
|
|
2023
Q4 | $1.16M | Buy |
12,303
+3,556
| +41% | +$335K | 0.02% | 275 |
|
|
2023
Q3 | $810K | Buy |
8,747
+552
| +7% | +$51.1K | 0.02% | 213 |
|
|
2023
Q2 | $800K | Buy |
+8,195
| New | +$800K | 0.02% | 185 |
|
|
2022
Q1 | – | Sell |
-4,131
| Closed | -$392K | – | 267 |
|
|
2021
Q4 | $392K | Sell |
4,131
-40
| -1% | -$3.8K | 0.03% | 189 |
|
|
2021
Q3 | $395K | Buy |
4,171
+40
| +1% | +$3.79K | 0.03% | 177 |
|
|
2021
Q2 | $409K | Sell |
4,131
-51
| -1% | -$5.05K | 0.03% | 181 |
|
|
2021
Q1 | $371K | Sell |
4,182
-947
| -18% | -$84K | 0.03% | 181 |
|
|
2020
Q4 | $425K | Buy |
5,129
+931
| +22% | +$77.1K | 0.04% | 167 |
|
|
2020
Q3 | $315K | Buy |
4,198
+16
| +0.4% | +$1.2K | 0.03% | 171 |
|
|
2020
Q2 | $293K | Buy |
4,182
+227
| +6% | +$15.9K | 0.04% | 174 |
|
|
2020
Q1 | $289K | Sell |
3,955
-24,037
| -86% | -$1.76M | 0.04% | 166 |
|
|
2019
Q4 | $2.38M | Buy |
27,992
+24,037
| +608% | +$2.05M | 0.24% | 82 |
|
|
2019
Q3 | $300K | Sell |
3,955
-152
| -4% | -$11.5K | 0.03% | 192 |
|
|
2019
Q2 | $323K | Buy |
4,107
+1
| +0% | +$79 | 0.03% | 183 |
|
|
2019
Q1 | $363K | Buy |
4,106
+1
| +0% | +$88 | 0.04% | 175 |
|
|
2018
Q4 | $274K | Buy |
4,105
+846
| +26% | +$56.5K | 0.04% | 185 |
|
|
2018
Q3 | $266K | Hold |
3,259
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $263K | Buy |
3,259
+2,486
| +322% | +$201K | 0.03% | 204 |
|
|
2018
Q1 | $77K | Buy |
+773
| New | +$77K | 0.01% | 288 |
|
|
2017
Q4 | – | Sell |
-1,963
| Closed | -$218K | – | 248 |
|
|
2017
Q3 | $218K | Buy |
+1,963
| New | +$218K | 0.02% | 219 |
|
|
2017
Q2 | – | Sell |
-2,520
| Closed | -$285K | – | 187 |
|
|
2017
Q1 | $285K | Buy |
+2,520
| New | +$285K | 0.04% | 159 |
|