THWM
Taylor Hoffman Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2M | Hold |
11,806
| – | – | 0.49% | 44 |
|
|
2024
Q1 | $1.08M | Hold |
11,806
| – | – | 0.46% | 50 |
|
|
2023
Q4 | $1.11M | Hold |
11,806
| – | – | 0.5% | 48 |
|
|
2023
Q3 | $1.09M | Hold |
11,806
| – | – | 0.56% | 44 |
|
|
2023
Q2 | $1.15M | Sell |
11,806
-888
| -7% | -$86.7K | 0.58% | 43 |
|
|
2023
Q1 | $1.23M | Buy |
12,694
+750
| +6% | +$72.9K | 0.68% | 43 |
|
|
2022
Q4 | $1.21M | Sell |
11,944
-6,645
| -36% | -$673K | 0.74% | 43 |
|
|
2022
Q3 | $1.54M | Hold |
18,589
| – | – | 0.81% | 45 |
|
|
2022
Q2 | $1.85M | Hold |
18,589
| – | – | 0.91% | 44 |
|
|
2022
Q1 | $1.75M | Sell |
18,589
-150
| -0.8% | -$14.1K | 0.7% | 50 |
|
|
2021
Q4 | $1.78M | Sell |
18,739
-725
| -4% | -$68.9K | 0.68% | 50 |
|
|
2021
Q3 | $1.87M | Sell |
19,464
-6,609
| -25% | -$635K | 0.8% | 45 |
|
|
2021
Q2 | $2.58M | Hold |
26,073
| – | – | 1.11% | 40 |
|
|
2021
Q1 | $2.31M | Sell |
26,073
-325
| -1% | -$28.8K | 1.06% | 38 |
|
|
2020
Q4 | $2.19M | Hold |
26,398
| – | – | 1.11% | 37 |
|
|
2020
Q3 | $1.98M | Sell |
26,398
-249
| -0.9% | -$18.7K | 1.16% | 36 |
|
|
2020
Q2 | $1.87M | Buy |
26,647
+2,300
| +9% | +$161K | 1.17% | 21 |
|
|
2020
Q1 | $1.78M | Sell |
24,347
-1,860
| -7% | -$136K | 1.71% | 15 |
|
|
2019
Q4 | $2.23M | Sell |
26,207
-100
| -0.4% | -$8.51K | 1.44% | 17 |
|
|
2019
Q3 | $2M | Buy |
26,307
+15
| +0.1% | +$1.14K | 1.42% | 18 |
|
|
2019
Q2 | $2.07M | Sell |
26,292
-2,320
| -8% | -$182K | 1.66% | 17 |
|
|
2019
Q1 | $2.53M | Sell |
28,612
-40
| -0.1% | -$3.54K | 1.87% | 11 |
|
|
2018
Q4 | $1.91M | Sell |
28,652
-2,886
| -9% | -$193K | 1.71% | 18 |
|
|
2018
Q3 | $2.57M | Sell |
31,538
-100
| -0.3% | -$8.16K | 2.03% | 10 |
|
|
2018
Q2 | $2.55M | Sell |
31,638
-274
| -0.9% | -$22.1K | 2.21% | 7 |
|
|
2018
Q1 | $3.17M | Buy |
31,912
+1,575
| +5% | +$157K | 2.9% | 4 |
|
|
2017
Q4 | $3.21M | Buy |
+30,337
| New | +$3.21M | 3.07% | 4 |
|