WKWM
Walter & Keenan Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
6,051
-2,892
| -32% | -$527K | 0.32% | 68 |
|
|
2025
Q1 | $1.42M | Buy |
8,943
+321
| +4% | +$51K | 0.43% | 61 |
|
|
2024
Q4 | $1.04M | Sell |
8,622
-52
| -0.6% | -$6.26K | 0.31% | 76 |
|
|
2024
Q3 | $1.05M | Buy |
8,674
+30
| +0.3% | +$3.64K | 0.32% | 74 |
|
|
2024
Q2 | $876K | Sell |
8,644
-52
| -0.6% | -$5.27K | 0.28% | 78 |
|
|
2024
Q1 | $797K | Buy |
8,696
+84
| +1% | +$7.7K | 0.26% | 77 |
|
|
2023
Q4 | $810K | Buy |
8,612
+1
| +0% | +$94 | 0.29% | 77 |
|
|
2023
Q3 | $797K | Buy |
8,611
+1
| +0% | +$93 | 0.31% | 76 |
|
|
2023
Q2 | $841K | Buy |
8,610
+37
| +0.4% | +$3.61K | 0.31% | 73 |
|
|
2023
Q1 | $834K | Buy |
8,573
+3,001
| +54% | +$292K | 0.32% | 76 |
|
|
2022
Q4 | $564K | Sell |
5,572
-48
| -0.9% | -$4.86K | 0.22% | 87 |
|
|
2022
Q3 | $467K | Buy |
5,620
+383
| +7% | +$31.8K | 0.2% | 92 |
|
|
2022
Q2 | $517K | Sell |
5,237
-465
| -8% | -$45.9K | 0.2% | 90 |
|
|
2022
Q1 | $536K | Buy |
5,702
+12
| +0.2% | +$1.13K | 0.18% | 93 |
|
|
2021
Q4 | $541K | Sell |
5,690
-5,299
| -48% | -$504K | 0.18% | 96 |
|
|
2021
Q3 | $1.04M | Sell |
10,989
-2,448
| -18% | -$232K | 0.35% | 70 |
|
|
2021
Q2 | $1.33M | Sell |
13,437
-1,064
| -7% | -$105K | 0.46% | 61 |
|
|
2021
Q1 | $1.29M | Sell |
14,501
-66
| -0.5% | -$5.86K | 0.46% | 61 |
|
|
2020
Q4 | $1.21M | Buy |
14,567
+4
| +0% | +$331 | 0.44% | 65 |
|
|
2020
Q3 | $1.09M | Buy |
14,563
+1
| +0% | +$75 | 0.43% | 61 |
|
|
2020
Q2 | $1.02M | Buy |
14,562
+10,522
| +260% | +$738K | 0.41% | 63 |
|
|
2020
Q1 | $287K | Sell |
4,040
-10,587
| -72% | -$752K | 0.11% | 88 |
|
|
2019
Q4 | $1.25M | Sell |
14,627
-199
| -1% | -$16.9K | 0.48% | 60 |
|
|
2019
Q3 | $1.13M | Sell |
14,826
-1,200
| -7% | -$91.1K | 0.43% | 62 |
|
|
2019
Q2 | $1.26M | Hold |
16,026
| – | – | 0.55% | 56 |
|
|
2019
Q1 | $1.42M | Buy |
16,026
+250
| +2% | +$22.1K | 0.62% | 48 |
|
|
2018
Q4 | $1.05M | Buy |
15,776
+2,216
| +16% | +$148K | 0.47% | 53 |
|
|
2018
Q3 | $1.11K | Buy |
13,560
+1,110
| +9% | +$91 | 0.33% | 60 |
|
|
2018
Q2 | $1.01M | Hold |
12,450
| – | – | 0.43% | 61 |
|
|
2018
Q1 | $1.24M | Buy |
12,450
+2,500
| +25% | +$249K | 0.54% | 56 |
|
|
2017
Q4 | $1.05M | Sell |
9,950
-2,500
| -20% | -$264K | 0.44% | 63 |
|
|
2017
Q3 | $1.38M | Sell |
12,450
-500
| -4% | -$55.5K | 0.64% | 52 |
|
|
2017
Q2 | $1.52M | Hold |
12,950
| – | – | 0.76% | 46 |
|
|
2017
Q1 | $1.46M | Sell |
12,950
-460
| -3% | -$51.9K | 0.76% | 46 |
|
|
2016
Q4 | $1.23M | Sell |
13,410
-83,949
| -86% | -$7.68M | 0.65% | 46 |
|
|
2016
Q3 | $1.3M | Buy |
97,359
+84,114
| +635% | +$1.13M | 0.72% | 46 |
|
|
2016
Q2 | $1.35M | Sell |
13,245
-165
| -1% | -$16.8K | 0.75% | 44 |
|
|
2016
Q1 | $1.32M | Buy |
13,410
+300
| +2% | +$29.4K | 0.75% | 43 |
|
|
2015
Q4 | $1.15M | Hold |
13,110
| – | – | 0.67% | 44 |
|
|
2015
Q3 | $1.04M | Buy |
13,110
+3,130
| +31% | +$248K | 0.64% | 46 |
|
|
2015
Q2 | $800K | Sell |
9,980
-2,130
| -18% | -$171K | 0.46% | 56 |
|
|
2015
Q1 | $912K | Hold |
12,110
| – | – | 0.52% | 55 |
|
|
2014
Q4 | $986K | Hold |
12,110
| – | – | 0.56% | 55 |
|
|
2014
Q3 | $1.01M | Hold |
12,110
| – | – | 0.59% | 55 |
|
|
2014
Q2 | $1.02M | Sell |
12,110
-2,000
| -14% | -$169K | 0.53% | 59 |
|
|
2014
Q1 | $1.16M | Buy |
+14,110
| New | +$1.16M | 0.63% | 54 |
|