Traverso Chambers Private Wealth Management’s Philip Morris PM Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.92M	Buy	20,413 +3	+0%	+$276	0.47%	33
2023 Q3	$1.89M	Buy	20,410 +3	+0%	+$289	0.51%	32
2023 Q2	$1.99M	Buy	20,407 +3	+0%	+$287	0.52%	32
2023 Q1	$1.98M	Buy	20,404 +3	+0%	+$299	0.54%	29
2022 Q4	$2.06M	Buy	20,401 +153	+0.8%	+$14.4K	0.59%	27
2022 Q3	$1.68M	Buy	20,248 +3	+0%	+$286	0.52%	31
2022 Q2	$2M	Buy	20,245 +2	+0%	+$204	0.67%	24
2022 Q1	$1.9M	Buy	20,243 +3	+0%	+$300	0.57%	29
2021 Q4	$1.92M	Buy	20,240 +2	+0%	+$187	0.57%	27
2021 Q3	$1.92M	Buy	20,238 +3	+0%	+$302	0.6%	27
2021 Q2	$2.01M	Buy	20,235 +2	+0%	+$192	0.63%	25
2021 Q1	$1.79M	Buy	20,233 +3	+0%	+$255	0.61%	26
2020 Q4	$1.68M	Buy	20,230 +3	+0%	+$234	0.6%	25
2020 Q3	$1.52M	Buy	20,227 +3	+0%	+$231	0.59%	25
2020 Q2	$1.42M	Buy	20,224 +3	+0%	+$219	0.59%	25
2020 Q1	$1.48M	Sell	20,221 -3,740	-16%	-$308K	0.69%	23
2019 Q4	$2.04M	Sell	23,961 -191	-0.8%	-$15.7K	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	$2.13M	Sell	24,152 -276	-1%	-$22.2K	1.05%	15
2018 Q4	$1.63M	Buy	+24,428	New	+$2.04M	0.88%	18

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Traverso Chambers Private Wealth Management's PM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Philip Morris (PM) stake by 0.01% in Q4 2023, buying an estimated $276 and bringing the position to 20,413 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #33.

Traverso Chambers Private Wealth Management first reported a position in PM in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.13M in Q1 2019. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

Traverso Chambers Private Wealth Management held 20,413 shares of Philip Morris worth $1.92M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 3 Philip Morris shares in Q4 2023, an estimated $276.
Philip Morris made up 0.47% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #33 holding.
Traverso Chambers Private Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Philip Morris position peaked at $2.13M in Q1 2019.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.