SWM
Sanctuary Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $321K | Hold |
2,666
| – | – | 0.21% | 35 |
|
|
2024
Q3 | $324K | Hold |
2,666
| – | – | 0.23% | 35 |
|
|
2024
Q2 | $270K | Hold |
2,666
| – | – | 0.2% | 37 |
|
|
2024
Q1 | $244K | Hold |
2,666
| – | – | 0.2% | 37 |
|
|
2023
Q4 | $251K | Hold |
2,666
| – | – | 0.24% | 30 |
|
|
2023
Q3 | $247K | Sell |
2,666
-65
| -2% | -$6.02K | 0.27% | 31 |
|
|
2023
Q2 | $267K | Buy |
+2,731
| New | +$267K | 0.28% | 31 |
|
|
2022
Q4 | $287K | Hold |
2,831
| – | – | 0.33% | 23 |
|
|
2022
Q3 | $235K | Hold |
2,831
| – | – | 0.3% | 27 |
|
|
2022
Q2 | $280K | Hold |
2,831
| – | – | 0.34% | 24 |
|
|
2022
Q1 | $266K | Hold |
2,831
| – | – | 0.29% | 30 |
|
|
2021
Q4 | $269K | Sell |
2,831
-200
| -7% | -$19K | 0.29% | 30 |
|
|
2021
Q3 | $287K | Buy |
3,031
+191
| +7% | +$18.1K | 0.32% | 25 |
|
|
2021
Q2 | $281K | Hold |
2,840
| – | – | 0.34% | 29 |
|
|
2021
Q1 | $252K | Sell |
2,840
-50
| -2% | -$4.44K | 0.32% | 27 |
|
|
2020
Q4 | $239K | Hold |
2,890
| – | – | 0.29% | 31 |
|
|
2020
Q3 | $217K | Hold |
2,890
| – | – | 0.21% | 29 |
|
|
2020
Q2 | $202K | Sell |
2,890
-173
| -6% | -$12.1K | 0.21% | 30 |
|
|
2020
Q1 | $223K | Sell |
3,063
-115
| -4% | -$8.37K | 0.3% | 19 |
|
|
2019
Q4 | $270K | Sell |
3,178
-92
| -3% | -$7.82K | 0.3% | 18 |
|
|
2019
Q3 | $248K | Hold |
3,270
| – | – | 0.25% | 20 |
|
|
2019
Q2 | $257K | Hold |
3,270
| – | – | 0.24% | 24 |
|
|
2019
Q1 | $218K | Hold |
3,270
| – | – | 0.23% | 18 |
|
|
2018
Q4 | $218K | Hold |
3,270
| – | – | 0.23% | 18 |
|
|
2018
Q3 | $267K | Hold |
3,270
| – | – | 0.23% | 15 |
|
|
2018
Q2 | $264K | Hold |
3,270
| – | – | 0.23% | 16 |
|
|
2018
Q1 | $325K | Hold |
3,270
| – | – | 0.27% | 12 |
|
|
2017
Q4 | $345K | Buy |
+3,270
| New | +$345K | 0.31% | 12 |
|