Tradewinds LLC’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,740
| Closed | -$911K | – | 208 |
|
|
2025
Q1 | $911K | Hold |
5,740
| – | – | 0.26% | 71 |
|
|
2024
Q4 | $849K | Sell |
5,740
-171
| -3% | -$25.3K | 0.24% | 76 |
|
|
2024
Q3 | $718K | Buy |
5,911
+147
| +3% | +$17.8K | 0.22% | 93 |
|
|
2024
Q2 | $584K | Buy |
+5,764
| New | +$584K | 0.18% | 99 |
|
|
2023
Q3 | $295K | Buy |
3,185
+400
| +14% | +$37K | 0.17% | 90 |
|
|
2023
Q2 | $272K | Buy |
2,785
+527
| +23% | +$51.4K | 0.16% | 86 |
|
|
2023
Q1 | $220K | Sell |
2,258
-11,680
| -84% | -$1.14M | 0.13% | 113 |
|
|
2022
Q4 | $714K | Buy |
13,938
+11,050
| +383% | +$566K | 0.46% | 39 |
|
|
2022
Q3 | $240K | Buy |
2,888
+69
| +2% | +$5.73K | 0.17% | 98 |
|
|
2022
Q2 | $278K | Buy |
+2,819
| New | +$278K | 0.19% | 94 |
|