TCPWM
Traverso Chambers Private Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.92M | Buy |
20,413
+3
| +0% | +$282 | 0.47% | 33 |
|
|
2023
Q3 | $1.89M | Buy |
20,410
+3
| +0% | +$278 | 0.51% | 32 |
|
|
2023
Q2 | $1.99M | Buy |
20,407
+3
| +0% | +$293 | 0.52% | 32 |
|
|
2023
Q1 | $1.98M | Buy |
20,404
+3
| +0% | +$292 | 0.54% | 29 |
|
|
2022
Q4 | $2.06M | Buy |
20,401
+153
| +0.8% | +$15.5K | 0.59% | 27 |
|
|
2022
Q3 | $1.68M | Buy |
20,248
+3
| +0% | +$249 | 0.52% | 31 |
|
|
2022
Q2 | $2M | Buy |
20,245
+2
| +0% | +$197 | 0.67% | 24 |
|
|
2022
Q1 | $1.9M | Buy |
20,243
+3
| +0% | +$282 | 0.57% | 29 |
|
|
2021
Q4 | $1.92M | Buy |
20,240
+2
| +0% | +$190 | 0.57% | 27 |
|
|
2021
Q3 | $1.92M | Buy |
20,238
+3
| +0% | +$284 | 0.6% | 27 |
|
|
2021
Q2 | $2.01M | Buy |
20,235
+2
| +0% | +$198 | 0.63% | 25 |
|
|
2021
Q1 | $1.8M | Buy |
20,233
+3
| +0% | +$266 | 0.61% | 26 |
|
|
2020
Q4 | $1.68M | Buy |
20,230
+3
| +0% | +$248 | 0.6% | 25 |
|
|
2020
Q3 | $1.52M | Buy |
20,227
+3
| +0% | +$225 | 0.59% | 25 |
|
|
2020
Q2 | $1.42M | Buy |
20,224
+3
| +0% | +$210 | 0.59% | 25 |
|
|
2020
Q1 | $1.48M | Sell |
20,221
-3,740
| -16% | -$273K | 0.69% | 23 |
|
|
2019
Q4 | $2.04M | Sell |
23,961
-191
| -0.8% | -$16.3K | 0.87% | 20 |
|
|
2019
Q3 | $1.83M | Hold |
24,152
| – | – | 0.88% | 18 |
|
|
2019
Q2 | $1.93M | Hold |
24,152
| – | – | 0.94% | 19 |
|
|
2019
Q1 | $2.14M | Sell |
24,152
-276
| -1% | -$24.4K | 1.05% | 15 |
|
|
2018
Q4 | $1.63M | Buy |
+24,428
| New | +$1.63M | 0.88% | 18 |
|