SWS
SYSTM Wealth Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,041
| Closed | -$311K | – | 488 |
|
|
2024
Q2 | $311K | Sell |
3,041
-23,878
| -89% | -$2.44M | 0.07% | 167 |
|
|
2024
Q1 | $2.49M | Sell |
26,919
-532
| -2% | -$49.2K | 0.31% | 91 |
|
|
2023
Q4 | $2.61M | Buy |
27,451
+4,548
| +20% | +$432K | 0.36% | 77 |
|
|
2023
Q3 | $2.12M | Sell |
22,903
-13,069
| -36% | -$1.21M | 0.33% | 80 |
|
|
2023
Q2 | $3.51M | Buy |
35,972
+7,504
| +26% | +$733K | 0.48% | 54 |
|
|
2023
Q1 | $2.77M | Sell |
28,468
-1,615
| -5% | -$157K | 0.43% | 57 |
|
|
2022
Q4 | $3.04M | Buy |
+30,083
| New | +$3.04M | 0.38% | 71 |
|