TSWM
Triangle Securities Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
5,359
-2,013
| -27% | -$367K | 0.24% | 109 |
|
|
2025
Q1 | $1.17M | Sell |
7,372
-25
| -0.3% | -$3.97K | 0.3% | 87 |
|
|
2024
Q4 | $890K | Sell |
7,397
-111
| -1% | -$13.4K | 0.23% | 111 |
|
|
2024
Q3 | $911K | Sell |
7,508
-1,416
| -16% | -$172K | 0.24% | 114 |
|
|
2024
Q2 | $904K | Sell |
8,924
-165
| -2% | -$16.7K | 0.26% | 110 |
|
|
2024
Q1 | $833K | Hold |
9,089
| – | – | 0.24% | 114 |
|
|
2023
Q4 | $855K | Sell |
9,089
-37
| -0.4% | -$3.48K | 0.27% | 105 |
|
|
2023
Q3 | $845K | Sell |
9,126
-53
| -0.6% | -$4.91K | 0.3% | 93 |
|
|
2023
Q2 | $896K | Sell |
9,179
-155
| -2% | -$15.1K | 0.31% | 94 |
|
|
2023
Q1 | $908K | Hold |
9,334
| – | – | 0.32% | 94 |
|
|
2022
Q4 | $945K | Sell |
9,334
-45
| -0.5% | -$4.55K | 0.35% | 84 |
|
|
2022
Q3 | $779K | Sell |
9,379
-95
| -1% | -$7.89K | 0.32% | 91 |
|
|
2022
Q2 | $935K | Sell |
9,474
-586
| -6% | -$57.8K | 0.36% | 83 |
|
|
2022
Q1 | $945K | Buy |
10,060
+1,755
| +21% | +$165K | 0.32% | 93 |
|
|
2021
Q4 | $789K | Buy |
8,305
+55
| +0.7% | +$5.23K | 0.25% | 108 |
|
|
2021
Q3 | $782K | Sell |
8,250
-42
| -0.5% | -$3.98K | 0.27% | 106 |
|
|
2021
Q2 | $822K | Buy |
8,292
+42
| +0.5% | +$4.16K | 0.28% | 103 |
|
|
2021
Q1 | $732K | Hold |
8,250
| – | – | 0.26% | 107 |
|
|
2020
Q4 | $683K | Sell |
8,250
-680
| -8% | -$56.3K | 0.27% | 107 |
|
|
2020
Q3 | $670K | Sell |
8,930
-625
| -7% | -$46.9K | 0.3% | 103 |
|
|
2020
Q2 | $669K | Sell |
9,555
-1,873
| -16% | -$131K | 0.32% | 92 |
|
|
2020
Q1 | $834K | Sell |
11,428
-648
| -5% | -$47.3K | 0.48% | 68 |
|
|
2019
Q4 | $1.03M | Sell |
12,076
-278
| -2% | -$23.7K | 0.45% | 66 |
|
|
2019
Q3 | $938K | Sell |
12,354
-544
| -4% | -$41.3K | 0.46% | 67 |
|
|
2019
Q2 | $1.03M | Sell |
12,898
-161
| -1% | -$12.8K | 0.52% | 62 |
|
|
2019
Q1 | $1.15M | Sell |
13,059
-1,154
| -8% | -$102K | 0.6% | 56 |
|
|
2018
Q4 | $949K | Sell |
14,213
-1,097
| -7% | -$73.2K | 0.56% | 61 |
|
|
2018
Q3 | $1.25M | Sell |
15,310
-390
| -2% | -$31.8K | 0.66% | 51 |
|
|
2018
Q2 | $1.27M | Sell |
15,700
-400
| -2% | -$32.3K | 0.71% | 47 |
|
|
2018
Q1 | $1.6M | Sell |
16,100
-903
| -5% | -$89.7K | 0.92% | 36 |
|
|
2017
Q4 | $1.8M | Sell |
17,003
-188
| -1% | -$19.9K | 1.03% | 31 |
|
|
2017
Q3 | $1.91M | Sell |
17,191
-410
| -2% | -$45.5K | 1.14% | 32 |
|
|
2017
Q2 | $2.07M | Sell |
17,601
-1,795
| -9% | -$211K | 1.37% | 29 |
|
|
2017
Q1 | $2.19M | Buy |
19,396
+202
| +1% | +$22.8K | 1.4% | 22 |
|
|
2016
Q4 | $1.76M | Sell |
19,194
-500
| -3% | -$45.7K | 1.17% | 32 |
|
|
2016
Q3 | $1.92M | Sell |
19,694
-1,025
| -5% | -$99.7K | 1.32% | 27 |
|
|
2016
Q2 | $2.11M | Sell |
20,719
-4,216
| -17% | -$429K | 1.57% | 19 |
|
|
2016
Q1 | $2.45M | Sell |
24,935
-327
| -1% | -$32.1K | 1.6% | 17 |
|
|
2015
Q4 | $2.22M | Sell |
25,262
-165
| -0.6% | -$14.5K | 1.49% | 20 |
|
|
2015
Q3 | $2.02M | Sell |
25,427
-736
| -3% | -$58.4K | 1.53% | 18 |
|
|
2015
Q2 | $2.1M | Sell |
26,163
-50
| -0.2% | -$4.01K | 1.48% | 18 |
|
|
2015
Q1 | $1.98M | Buy |
26,213
+120
| +0.5% | +$9.04K | 1.37% | 20 |
|
|
2014
Q4 | $2.13M | Sell |
26,093
-995
| -4% | -$81K | 1.51% | 19 |
|
|
2014
Q3 | $2.26M | Sell |
27,088
-1,000
| -4% | -$83.4K | 1.74% | 14 |
|
|
2014
Q2 | $2.37M | Buy |
28,088
+1,622
| +6% | +$137K | 1.81% | 13 |
|
|
2014
Q1 | $2.45M | Sell |
26,466
-988
| -4% | -$91.6K | 2.21% | 9 |
|
|
2013
Q4 | $2.39M | Sell |
27,454
-509
| -2% | -$44.3K | 1.94% | 13 |
|
|
2013
Q3 | $2.42M | Sell |
27,963
-891
| -3% | -$77.1K | 2.11% | 11 |
|
|
2013
Q2 | $2.5M | Buy |
+28,854
| New | +$2.5M | 1.85% | 10 |
|