Wagner Wealth Management’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 | $1.21M | Buy |
6,624
+165
| +3% | +$30.1K | 0.28% | 45 |
|
|
2025
Q1 | $1.03M | Buy |
6,459
+67
| +1% | +$10.6K | 0.26% | 45 |
|
|
2024
Q4 | $769K | Buy |
6,392
+377
| +6% | +$45.4K | 0.2% | 54 |
|
|
2024
Q3 | $730K | Sell |
6,015
-4
| -0.1% | -$486 | 0.2% | 54 |
|
|
2024
Q2 | $610K | Buy |
6,019
+360
| +6% | +$36.5K | 0.18% | 64 |
|
|
2024
Q1 | $519K | Sell |
5,659
-2,614
| -32% | -$240K | 0.16% | 72 |
|
|
2023
Q4 | $778K | Buy |
8,273
+62
| +0.8% | +$5.83K | 0.26% | 62 |
|
|
2023
Q3 | $760K | Buy |
8,211
+606
| +8% | +$56.1K | 0.28% | 59 |
|
|
2023
Q2 | $742K | Buy |
7,605
+19
| +0.3% | +$1.86K | 0.28% | 59 |
|
|
2023
Q1 | $738K | Sell |
7,586
-1,744
| -19% | -$170K | 0.34% | 56 |
|
|
2022
Q4 | $944K | Buy |
9,330
+2,832
| +44% | +$287K | 0.58% | 46 |
|
|
2022
Q3 | $539K | Buy |
6,498
+3,396
| +109% | +$282K | 0.4% | 51 |
|
|
2022
Q2 | $306K | Buy |
3,102
+476
| +18% | +$47K | 0.24% | 71 |
|
|
2022
Q1 | $247K | Buy |
2,626
+2,141
| +441% | +$201K | 0.17% | 109 |
|
|
2021
Q4 | $46K | Buy |
485
+280
| +137% | +$26.6K | 0.04% | 267 |
|
|
2021
Q3 | $19K | Hold |
205
| – | – | 0.02% | 384 |
|
|
2021
Q2 | $20K | Hold |
205
| – | – | 0.01% | 385 |
|
|
2021
Q1 | $18K | Buy |
+205
| New | +$18K | 0.01% | 377 |
|
|
2018
Q3 | $82K | Buy |
1,002
+647
| +182% | +$52.9K | 0.05% | 209 |
|
|
2018
Q2 | $29K | Sell |
355
-7
| -2% | -$572 | 0.02% | 278 |
|
|
2018
Q1 | $36K | Sell |
362
-147
| -29% | -$14.6K | 0.03% | 242 |
|
|
2017
Q4 | $53K | Buy |
+509
| New | +$53K | 0.04% | 215 |
|