Smallwood Wealth Investment 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
Q1 | $2.53M | Buy |
15,967
+8
| +0.1% | +$1.27K | 1.6% | 14 |
|
|
2024
Q4 | $1.92M | Buy |
15,959
+7
| +0% | +$842 | 1.31% | 17 |
|
|
2024
Q3 | $1.94M | Buy |
15,952
+8
| +0.1% | +$971 | 1.38% | 14 |
|
|
2024
Q2 | $1.62M | Sell |
15,944
-1,551
| -9% | -$157K | 1.25% | 16 |
|
|
2024
Q1 | $1.6M | Buy |
17,495
+108
| +0.6% | +$9.9K | 1.24% | 17 |
|
|
2023
Q4 | $1.64M | Buy |
17,387
+7
| +0% | +$659 | 1.35% | 15 |
|
|
2023
Q3 | $1.61M | Buy |
17,380
+24
| +0.1% | +$2.22K | 1.46% | 17 |
|
|
2023
Q2 | $1.69M | Sell |
17,356
-37
| -0.2% | -$3.61K | 1.51% | 16 |
|
|
2023
Q1 | $1.69M | Sell |
17,393
-1,018
| -6% | -$99K | 1.6% | 16 |
|
|
2022
Q4 | $1.86M | Buy |
18,411
+26
| +0.1% | +$2.63K | 1.58% | 17 |
|
|
2022
Q3 | $1.53M | Buy |
18,385
+53
| +0.3% | +$4.4K | 1.37% | 15 |
|
|
2022
Q2 | $1.81M | Buy |
18,332
+60
| +0.3% | +$5.92K | 1.83% | 11 |
|
|
2022
Q1 | $1.72M | Hold |
18,272
| – | – | 1.62% | 11 |
|
|
2021
Q4 | $1.74M | Buy |
+18,272
| New | +$1.74M | 1.62% | 11 |
|