WAM
Walker Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
7,519
+21
| +0.3% | +$3.83K | 0.79% | 22 |
|
|
2025
Q1 | $1.19M | Buy |
7,498
+26
| +0.3% | +$4.13K | 0.72% | 26 |
|
|
2024
Q4 | $899K | Sell |
7,472
-315
| -4% | -$37.9K | 0.55% | 31 |
|
|
2024
Q3 | $945K | Sell |
7,787
-1,422
| -15% | -$173K | 0.59% | 30 |
|
|
2024
Q2 | $933K | Sell |
9,209
-968
| -10% | -$98.1K | 0.63% | 28 |
|
|
2024
Q1 | $932K | Buy |
10,177
+29
| +0.3% | +$2.66K | 0.62% | 30 |
|
|
2023
Q4 | $955K | Buy |
10,148
+1,451
| +17% | +$137K | 0.69% | 26 |
|
|
2023
Q3 | $805K | Sell |
8,697
-23
| -0.3% | -$2.13K | 0.72% | 27 |
|
|
2023
Q2 | $851K | Sell |
8,720
-299
| -3% | -$29.2K | 0.7% | 27 |
|
|
2023
Q1 | $877K | Buy |
9,019
+9
| +0.1% | +$875 | 0.76% | 27 |
|
|
2022
Q4 | $912K | Sell |
9,010
-91
| -1% | -$9.21K | 0.79% | 25 |
|
|
2022
Q3 | $755K | Buy |
9,101
+10
| +0.1% | +$830 | 0.68% | 28 |
|
|
2022
Q2 | $898K | Buy |
9,091
+8
| +0.1% | +$790 | 0.81% | 24 |
|
|
2022
Q1 | $853K | Buy |
9,083
+8
| +0.1% | +$751 | 0.68% | 31 |
|
|
2021
Q4 | $862K | Buy |
+9,075
| New | +$862K | 0.75% | 26 |
|