SWM
SilverOak Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
2,121
+3
| +0.1% | +$546 | 0.07% | 73 |
|
|
2025
Q1 | $336K | Hold |
2,118
| – | – | 0.07% | 70 |
|
|
2024
Q4 | $255K | Buy |
2,118
+12
| +0.6% | +$1.44K | 0.05% | 83 |
|
|
2024
Q3 | $256K | Hold |
2,106
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $213K | Buy |
+2,106
| New | +$213K | 0.05% | 89 |
|