SWP
Summit Wealth Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
5,714
+9
| +0.2% | +$1.64K | 0.2% | 78 |
|
|
2025
Q1 | $906K | Buy |
5,705
+12
| +0.2% | +$1.91K | 0.18% | 84 |
|
|
2024
Q4 | $685K | Sell |
5,693
-90
| -2% | -$10.8K | 0.14% | 103 |
|
|
2024
Q3 | $702K | Buy |
5,783
+12
| +0.2% | +$1.46K | 0.14% | 112 |
|
|
2024
Q2 | $585K | Buy |
5,771
+14
| +0.2% | +$1.42K | 0.12% | 118 |
|
|
2024
Q1 | $527K | Buy |
5,757
+13
| +0.2% | +$1.19K | 0.11% | 129 |
|
|
2023
Q4 | $540K | Buy |
5,744
+13
| +0.2% | +$1.22K | 0.13% | 111 |
|
|
2023
Q3 | $531K | Buy |
5,731
+109
| +2% | +$10.1K | 0.14% | 103 |
|
|
2023
Q2 | $549K | Sell |
5,622
-25
| -0.4% | -$2.44K | 0.14% | 100 |
|
|
2023
Q1 | $549K | Buy |
5,647
+8
| +0.1% | +$778 | 0.14% | 99 |
|
|
2022
Q4 | $571K | Buy |
5,639
+43
| +0.8% | +$4.35K | 0.15% | 96 |
|
|
2022
Q3 | $465K | Buy |
5,596
+8
| +0.1% | +$664 | 0.13% | 94 |
|
|
2022
Q2 | $552K | Buy |
5,588
+8
| +0.1% | +$790 | 0.15% | 85 |
|
|
2022
Q1 | $524K | Buy |
5,580
+8
| +0.1% | +$752 | 0.12% | 90 |
|
|
2021
Q4 | $529K | Buy |
5,572
+7
| +0.1% | +$665 | 0.11% | 89 |
|
|
2021
Q3 | $527K | Buy |
5,565
+7
| +0.1% | +$664 | 0.12% | 88 |
|
|
2021
Q2 | $551K | Buy |
5,558
+275
| +5% | +$27.3K | 0.13% | 89 |
|
|
2021
Q1 | $469K | Buy |
5,283
+8
| +0.2% | +$710 | 0.12% | 93 |
|
|
2020
Q4 | $437K | Buy |
5,275
+209
| +4% | +$17.3K | 0.12% | 91 |
|
|
2020
Q3 | $380K | Buy |
5,066
+9
| +0.2% | +$675 | 0.11% | 105 |
|
|
2020
Q2 | $354K | Buy |
5,057
+8
| +0.2% | +$560 | 0.11% | 103 |
|
|
2020
Q1 | $368K | Sell |
5,049
-609
| -11% | -$44.4K | 0.15% | 74 |
|
|
2019
Q4 | $481K | Buy |
+5,658
| New | +$481K | 0.17% | 66 |
|