Schrum Private Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
2,743
| – | – | 0.4% | 65 |
|
|
2025
Q1 | $435K | Hold |
2,743
| – | – | 0.38% | 66 |
|
|
2024
Q4 | $330K | Sell |
2,743
-2,743
| -50% | -$330K | 0.28% | 86 |
|
|
2024
Q3 | $666K | Buy |
5,486
+2,743
| +100% | +$333K | 0.34% | 65 |
|
|
2024
Q2 | $278K | Sell |
2,743
-1,033
| -27% | -$105K | 0.25% | 100 |
|
|
2024
Q1 | $346K | Buy |
3,776
+12
| +0.3% | +$1.1K | 0.31% | 77 |
|
|
2023
Q4 | $354K | Buy |
3,764
+11
| +0.3% | +$1.04K | 0.5% | 55 |
|
|
2023
Q3 | $347K | Buy |
3,753
+11
| +0.3% | +$1.02K | 0.4% | 67 |
|
|
2023
Q2 | $365K | Buy |
3,742
+10
| +0.3% | +$976 | 0.4% | 65 |
|
|
2023
Q1 | $363K | Buy |
3,732
+9
| +0.2% | +$875 | 0.42% | 65 |
|
|
2022
Q4 | $377K | Buy |
3,723
+12
| +0.3% | +$1.21K | 0.45% | 64 |
|
|
2022
Q3 | $308K | Sell |
3,711
-1,918
| -34% | -$159K | 0.39% | 76 |
|
|
2022
Q2 | $556K | Hold |
5,629
| – | – | 0.63% | 47 |
|
|
2022
Q1 | $561K | Buy |
5,629
+9
| +0.2% | +$897 | 0.56% | 51 |
|
|
2021
Q4 | $536K | Buy |
+5,620
| New | +$536K | 0.49% | 56 |
|