Walled Lake Planning & 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 | $230K | Buy |
1,264
+1
| +0.1% | +$182 | 0.08% | 122 |
|
|
2025
Q1 | $200K | Buy |
+1,263
| New | +$200K | 0.07% | 130 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$11K | – | 262 |
|
|
2021
Q3 | $11K | Buy |
115
+1
| +0.9% | +$96 | 0.01% | 253 |
|
|
2021
Q2 | $11K | Buy |
114
+2
| +2% | +$193 | 0.01% | 236 |
|
|
2021
Q1 | $10K | Buy |
112
+1
| +0.9% | +$89 | 0.01% | 235 |
|
|
2020
Q4 | $9K | Buy |
111
+2
| +2% | +$162 | 0.01% | 218 |
|
|
2020
Q3 | $8K | Buy |
109
+2
| +2% | +$147 | 0.01% | 232 |
|
|
2020
Q2 | $8K | Buy |
107
+1
| +0.9% | +$75 | 0.01% | 222 |
|
|
2020
Q1 | $8K | Buy |
106
+2
| +2% | +$151 | 0.01% | 202 |
|
|
2019
Q4 | $9K | Buy |
+104
| New | +$9K | 0.01% | 208 |
|