Silverlake Wealth Management’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
$715K Sell
3,927
-9
-0.2% -$1.64K 0.21% 132
2025
Q1
$625K Sell
3,936
-74
-2% -$11.7K 0.24% 109
2024
Q4
$483K Buy
4,010
+9
+0.2% +$1.08K 0.18% 133
2024
Q3
$486K Sell
4,001
-71
-2% -$8.62K 0.18% 133
2024
Q2
$413K Sell
4,072
-8
-0.2% -$811 0.17% 150
2024
Q1
$374K Buy
4,080
+796
+24% +$72.9K 0.19% 142
2023
Q4
$309K Buy
3,284
+57
+2% +$5.36K 0.17% 154
2023
Q3
$299K Buy
3,227
+13
+0.4% +$1.2K 0.17% 163
2023
Q2
$314K Buy
3,214
+172
+6% +$16.8K 0.17% 146
2023
Q1
$296K Buy
3,042
+9
+0.3% +$875 0.18% 146
2022
Q4
$307K Sell
3,033
-107
-3% -$10.8K 0.19% 138
2022
Q3
$261K Buy
3,140
+30
+1% +$2.49K 0.18% 147
2022
Q2
$307K Buy
3,110
+8
+0.3% +$790 0.2% 133
2022
Q1
$291K Sell
3,102
-573
-16% -$53.8K 0.17% 158
2021
Q4
$349K Buy
+3,675
New +$349K 0.19% 134