SPWG
Sage Private Wealth Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,287
+11
| +0.9% | +$2.01K | 0.15% | 77 |
|
|
2025
Q1 | $203K | Buy |
+1,276
| New | +$203K | 0.15% | 85 |
|
|
2022
Q4 | – | Sell |
-1,121
| Closed | -$93K | – | 143 |
|
|
2022
Q3 | $93K | Buy |
1,121
+15
| +1% | +$1.24K | 0.12% | 68 |
|
|
2022
Q2 | $109K | Buy |
1,106
+14
| +1% | +$1.38K | 0.16% | 65 |
|
|
2022
Q1 | $103K | Buy |
1,092
+14
| +1% | +$1.32K | 0.1% | 68 |
|
|
2021
Q4 | $102K | Buy |
1,078
+13
| +1% | +$1.23K | 0.13% | 63 |
|
|
2021
Q3 | $101K | Buy |
1,065
+13
| +1% | +$1.23K | 0.14% | 59 |
|
|
2021
Q2 | $104K | Buy |
1,052
+14
| +1% | +$1.38K | 0.14% | 64 |
|
|
2021
Q1 | $92K | Buy |
1,038
+15
| +1% | +$1.33K | 0.16% | 69 |
|
|
2020
Q4 | $85K | Buy |
+1,023
| New | +$85K | 0.24% | 63 |
|