SWM
SeaCrest Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
19,475
-2,409
| -11% | -$439K | 0.39% | 44 |
|
|
2025
Q1 | $3.47M | Sell |
21,884
-702
| -3% | -$111K | 0.39% | 39 |
|
|
2024
Q4 | $2.72M | Buy |
22,586
+137
| +0.6% | +$16.5K | 0.29% | 52 |
|
|
2024
Q3 | $2.73M | Buy |
22,449
+304
| +1% | +$36.9K | 0.29% | 55 |
|
|
2024
Q2 | $2.24M | Sell |
22,145
-23
| -0.1% | -$2.33K | 0.26% | 68 |
|
|
2024
Q1 | $2.03M | Sell |
22,168
-5,959
| -21% | -$546K | 0.25% | 73 |
|
|
2023
Q4 | $2.68M | Buy |
28,127
+6,820
| +32% | +$650K | 0.33% | 49 |
|
|
2023
Q3 | $1.97M | Sell |
21,307
-2,059
| -9% | -$191K | 0.26% | 75 |
|
|
2023
Q2 | $2.28M | Sell |
23,366
-229
| -1% | -$22.4K | 0.29% | 63 |
|
|
2023
Q1 | $2.29M | Sell |
23,595
-556
| -2% | -$54.1K | 0.31% | 61 |
|
|
2022
Q4 | $2.44M | Buy |
24,151
+21
| +0.1% | +$2.13K | 0.35% | 52 |
|
|
2022
Q3 | $2M | Sell |
24,130
-386
| -2% | -$32K | 0.3% | 61 |
|
|
2022
Q2 | $2.42M | Buy |
24,516
+1,738
| +8% | +$172K | 0.3% | 54 |
|
|
2022
Q1 | $2.14M | Sell |
22,778
-2,010
| -8% | -$189K | 0.25% | 70 |
|
|
2021
Q4 | $2.36M | Sell |
24,788
-4,363
| -15% | -$415K | 0.26% | 69 |
|
|
2021
Q3 | $2.76M | Buy |
29,151
+549
| +2% | +$52K | 0.33% | 61 |
|
|
2021
Q2 | $2.84M | Buy |
28,602
+814
| +3% | +$80.7K | 0.34% | 59 |
|
|
2021
Q1 | $2.47M | Sell |
27,788
-328
| -1% | -$29.1K | 0.33% | 63 |
|
|
2020
Q4 | $2.33M | Sell |
28,116
-550
| -2% | -$45.5K | 0.33% | 66 |
|
|
2020
Q3 | $2.15M | Buy |
28,666
+823
| +3% | +$61.7K | 0.34% | 61 |
|
|
2020
Q2 | $1.95M | Buy |
27,843
+1,267
| +5% | +$88.8K | 0.34% | 60 |
|
|
2020
Q1 | $1.94M | Sell |
26,576
-520
| -2% | -$37.9K | 0.42% | 56 |
|
|
2019
Q4 | $2.31M | Buy |
27,096
+2,248
| +9% | +$191K | 0.39% | 59 |
|
|
2019
Q3 | $1.89M | Sell |
24,848
-81
| -0.3% | -$6.15K | 0.35% | 64 |
|
|
2019
Q2 | $1.96M | Sell |
24,929
-2,679
| -10% | -$210K | 0.4% | 61 |
|
|
2019
Q1 | $2.44M | Buy |
27,608
+2,928
| +12% | +$259K | 0.42% | 45 |
|
|
2018
Q4 | $1.65M | Sell |
24,680
-2,620
| -10% | -$175K | 0.34% | 62 |
|
|
2018
Q3 | $2.23M | Sell |
27,300
-1,645
| -6% | -$134K | 0.38% | 51 |
|
|
2018
Q2 | $2.34M | Sell |
28,945
-1,125
| -4% | -$90.8K | 0.42% | 45 |
|
|
2018
Q1 | $2.99M | Sell |
30,070
-734
| -2% | -$73K | 0.55% | 35 |
|
|
2017
Q4 | $3.25M | Buy |
+30,804
| New | +$3.25M | 0.59% | 30 |
|