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Scissortail Wealth Management’s Philip Morris PM Stock Holding History

Scissortail Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$284K Buy
1,721
+2
+0.1% +$348 0.06% 99
2025
Q4 		$277K Hold
1,719
– – 0.06% 94
2025
Q3 		$279K Sell
1,719
-50
-3% -$8.41K 0.06% 100
2025
Q2 		$322K Buy
+1,769
New +$304K 0.08% 89
2025
Q1 		– Sell
-2,029
Closed -$244K – 123
2024
Q4 		$244K Buy
2,029
+2,017
+16,808% +$254K 0.06% 111
2024
Q3 		$246K Sell
12
-2,075
-99% -$241K 0.06% 114
2024
Q2 		$212K Buy
+2,087
New +$204K 0.05% 119
2022
Q3 		– Sell
-1,657
Closed -$157K – 130
2022
Q2 		$157K Sell
1,657
-354
-18% -$36.1K 0.06% 102
2022
Q1 		$202K Buy
2,011
+354
+21% +$35.4K 0.1% 90
2021
Q4 		$157K Buy
+1,657
New +$155K 0.06% 102

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return