Schwarz Dygos Wheeler Investment Advisors’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 | $5.41M | Sell |
29,703
-158
| -0.5% | -$28.8K | 1.23% | 18 |
|
|
2025
Q1 | $4.74M | Buy |
29,861
+9
| +0% | +$1.43K | 1.12% | 21 |
|
|
2024
Q4 | $3.59M | Buy |
29,852
+5,162
| +21% | +$621K | 0.88% | 27 |
|
|
2024
Q3 | $3M | Buy |
24,690
+7,800
| +46% | +$947K | 0.75% | 30 |
|
|
2024
Q2 | $1.71M | Buy |
16,890
+43
| +0.3% | +$4.36K | 0.46% | 46 |
|
|
2024
Q1 | $1.54M | Buy |
16,847
+5,282
| +46% | +$484K | 0.43% | 49 |
|
|
2023
Q4 | $1.09M | Hold |
11,565
| – | – | 0.33% | 53 |
|
|
2023
Q3 | $1.07M | Buy |
11,565
+5
| +0% | +$463 | 0.36% | 51 |
|
|
2023
Q2 | $1.13M | Hold |
11,560
| – | – | 0.37% | 48 |
|
|
2023
Q1 | $1.12M | Sell |
11,560
-110
| -0.9% | -$10.7K | 0.41% | 48 |
|
|
2022
Q4 | $1.18M | Sell |
11,670
-100
| -0.8% | -$10.1K | 0.46% | 45 |
|
|
2022
Q3 | $977K | Buy |
11,770
+38
| +0.3% | +$3.15K | 0.43% | 49 |
|
|
2022
Q2 | $1.16M | Sell |
11,732
-2,635
| -18% | -$260K | 0.47% | 49 |
|
|
2022
Q1 | $1.35M | Sell |
14,367
-1,100
| -7% | -$103K | 0.46% | 48 |
|
|
2021
Q4 | $1.47M | Buy |
15,467
+110
| +0.7% | +$10.4K | 0.5% | 46 |
|
|
2021
Q3 | $1.46M | Hold |
15,357
| – | – | 0.53% | 46 |
|
|
2021
Q2 | $1.52M | Buy |
15,357
+25
| +0.2% | +$2.48K | 0.55% | 46 |
|
|
2021
Q1 | $1.36M | Sell |
15,332
-105
| -0.7% | -$9.32K | 0.56% | 42 |
|
|
2020
Q4 | $1.28M | Buy |
15,437
+436
| +3% | +$36.1K | 0.61% | 37 |
|
|
2020
Q3 | $1.13M | Buy |
15,001
+27
| +0.2% | +$2.03K | 0.64% | 34 |
|
|
2020
Q2 | $1.1M | Buy |
14,974
+1,139
| +8% | +$83.7K | 0.72% | 34 |
|
|
2020
Q1 | $1.01M | Buy |
13,835
+110
| +0.8% | +$8.02K | 0.85% | 31 |
|
|
2019
Q4 | $1.17M | Buy |
13,725
+71
| +0.5% | +$6.04K | 0.8% | 35 |
|
|
2019
Q3 | $1.04M | Buy |
13,654
+69
| +0.5% | +$5.24K | 0.82% | 34 |
|
|
2019
Q2 | $1.07M | Buy |
13,585
+388
| +3% | +$30.5K | 0.88% | 33 |
|
|
2019
Q1 | $1.17M | Sell |
13,197
-103
| -0.8% | -$9.11K | 1% | 28 |
|
|
2018
Q4 | $888K | Buy |
+13,300
| New | +$888K | 0.96% | 31 |
|