SWM
Scissortail Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
+1,769
| New | +$322K | 0.08% | 89 |
|
|
2025
Q1 | – | Sell |
-2,029
| Closed | -$244K | – | 123 |
|
|
2024
Q4 | $244K | Buy |
2,029
+2,017
| +16,808% | +$243K | 0.06% | 111 |
|
|
2024
Q3 | $246K | Sell |
12
-2,075
| -99% | -$42.5M | 0.06% | 114 |
|
|
2024
Q2 | $212K | Buy |
+2,087
| New | +$212K | 0.05% | 119 |
|
|
2022
Q3 | – | Sell |
-1,657
| Closed | -$157K | – | 130 |
|
|
2022
Q2 | $157K | Sell |
1,657
-354
| -18% | -$33.5K | 0.06% | 102 |
|
|
2022
Q1 | $202K | Buy |
2,011
+354
| +21% | +$35.6K | 0.1% | 90 |
|
|
2021
Q4 | $157K | Buy |
+1,657
| New | +$157K | 0.06% | 102 |
|