TVWM
Tower View Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
35,159
+8,958
| +34% | +$1.63M | 3.32% | 11 |
|
|
2025
Q1 | $4.16M | Buy |
26,201
+25,689
| +5,017% | +$4.08M | 2.42% | 16 |
|
|
2024
Q4 | $61.6K | Buy |
512
+4
| +0.8% | +$481 | 0.03% | 77 |
|
|
2024
Q3 | $61.7K | Buy |
508
+4
| +0.8% | +$486 | 0.03% | 76 |
|
|
2024
Q2 | $51.1K | Buy |
504
+4
| +0.8% | +$405 | 0.03% | 79 |
|
|
2024
Q1 | $45.8K | Sell |
500
-110
| -18% | -$10.1K | 0.03% | 85 |
|
|
2023
Q4 | $57K | Buy |
610
+5
| +0.8% | +$467 | 0.04% | 76 |
|
|
2023
Q3 | $56K | Buy |
605
+219
| +57% | +$20.3K | 0.04% | 73 |
|
|
2023
Q2 | $38K | Sell |
386
-282
| -42% | -$27.8K | 0.03% | 84 |
|
|
2023
Q1 | $65K | Hold |
668
| – | – | 0.04% | 73 |
|
|
2022
Q4 | $68K | Buy |
668
+9
| +1% | +$916 | 0.05% | 73 |
|
|
2022
Q3 | $55K | Buy |
659
+9
| +1% | +$751 | 0.04% | 77 |
|
|
2022
Q2 | $64K | Hold |
650
| – | – | 0.05% | 74 |
|
|
2022
Q1 | $61K | Sell |
650
-150
| -19% | -$14.1K | 0.03% | 97 |
|
|
2021
Q4 | $76K | Sell |
800
-200
| -20% | -$19K | 0.04% | 93 |
|
|
2021
Q3 | $95K | Buy |
+1,000
| New | +$95K | 0.05% | 88 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$16K | – | 155 |
|
|
2018
Q3 | $16K | Sell |
200
-459
| -70% | -$36.7K | 0.01% | 118 |
|
|
2018
Q2 | $53K | Sell |
659
-38
| -5% | -$3.06K | 0.05% | 84 |
|
|
2018
Q1 | $69K | Buy |
697
+5
| +0.7% | +$495 | 0.07% | 79 |
|
|
2017
Q4 | $73K | Buy |
+692
| New | +$73K | 0.07% | 81 |
|