SWMP
Signature Wealth Management Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
9,259
-430
| -4% | -$78.3K | 0.96% | 21 |
|
|
2025
Q1 | $1.54M | Sell |
9,689
-1,173
| -11% | -$186K | 1.01% | 18 |
|
|
2024
Q4 | $1.31M | Buy |
10,862
+2,498
| +30% | +$301K | 0.9% | 20 |
|
|
2024
Q3 | $1.02M | Sell |
8,364
-1,169
| -12% | -$142K | 0.74% | 27 |
|
|
2024
Q2 | $966K | Sell |
9,533
-200
| -2% | -$20.3K | 0.73% | 29 |
|
|
2024
Q1 | $892K | Hold |
9,733
| – | – | 0.73% | 30 |
|
|
2023
Q4 | $916K | Hold |
9,733
| – | – | 0.8% | 27 |
|
|
2023
Q3 | $901K | Hold |
9,733
| – | – | 0.88% | 27 |
|
|
2023
Q2 | $950K | Sell |
9,733
-50
| -0.5% | -$4.88K | 0.88% | 24 |
|
|
2023
Q1 | $951K | Sell |
9,783
-90
| -0.9% | -$8.75K | 0.88% | 27 |
|
|
2022
Q4 | $999K | Sell |
9,873
-65
| -0.7% | -$6.58K | 0.98% | 28 |
|
|
2022
Q3 | $825K | Sell |
9,938
-1,068
| -10% | -$88.7K | 0.91% | 29 |
|
|
2022
Q2 | $1.09M | Sell |
11,006
-2,250
| -17% | -$222K | 1.11% | 24 |
|
|
2022
Q1 | $1.25M | Sell |
13,256
-1,469
| -10% | -$138K | 1.06% | 25 |
|
|
2021
Q4 | $1.4M | Buy |
14,725
+42
| +0.3% | +$3.99K | 1.19% | 23 |
|
|
2021
Q3 | $1.39M | Buy |
14,683
+39
| +0.3% | +$3.7K | 1.26% | 22 |
|
|
2021
Q2 | $1.45M | Sell |
14,644
-102
| -0.7% | -$10.1K | 1.32% | 21 |
|
|
2021
Q1 | $1.31M | Sell |
14,746
-531
| -3% | -$47.1K | 1.26% | 22 |
|
|
2020
Q4 | $1.27M | Buy |
+15,277
| New | +$1.27M | 1.26% | 22 |
|