TSWM
Tyler-Stone Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
43,087
+299
| +0.7% | +$54.5K | 1.26% | 16 |
|
|
2025
Q1 | $6.79M | Buy |
42,788
+2,260
| +6% | +$359K | 1.22% | 18 |
|
|
2024
Q4 | $4.88M | Buy |
40,528
+3,352
| +9% | +$403K | 0.87% | 25 |
|
|
2024
Q3 | $4.51M | Buy |
37,176
+17,204
| +86% | +$2.09M | 0.85% | 26 |
|
|
2024
Q2 | $2.02M | Sell |
19,972
-1,225
| -6% | -$124K | 0.83% | 26 |
|
|
2024
Q1 | $1.94M | Buy |
21,197
+135
| +0.6% | +$12.4K | 0.86% | 24 |
|
|
2023
Q4 | $1.98M | Hold |
21,062
| – | – | 0.99% | 23 |
|
|
2023
Q3 | $1.95M | Sell |
21,062
-100
| -0.5% | -$9.26K | 1.11% | 20 |
|
|
2023
Q2 | $2.07M | Buy |
+21,162
| New | +$2.07M | 1.17% | 19 |
|
|
2022
Q4 | $2.21M | Hold |
21,862
| – | – | 1.5% | 11 |
|
|
2022
Q3 | $1.82M | Sell |
21,862
-1,312
| -6% | -$109K | 1.38% | 17 |
|
|
2022
Q2 | $2.29M | Buy |
23,174
+221
| +1% | +$21.8K | 1.53% | 12 |
|
|
2022
Q1 | $2.16M | Buy |
22,953
+25
| +0.1% | +$2.35K | 1.19% | 19 |
|
|
2021
Q4 | $2.18M | Buy |
+22,928
| New | +$2.18M | 1.15% | 20 |
|