WDG
Wealth Dimensions Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
4,109
-80
| -2% | -$14.6K | 0.16% | 75 |
|
|
2025
Q1 | $665K | Sell |
4,189
-30
| -0.7% | -$4.76K | 0.16% | 77 |
|
|
2024
Q4 | $508K | Sell |
4,219
-5
| -0.1% | -$602 | 0.12% | 89 |
|
|
2024
Q3 | $513K | Hold |
4,224
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $428K | Sell |
4,224
-887
| -17% | -$89.9K | 0.12% | 89 |
|
|
2024
Q1 | $468K | Sell |
5,111
-32
| -0.6% | -$2.93K | 0.14% | 85 |
|
|
2023
Q4 | $484K | Sell |
5,143
-190
| -4% | -$17.9K | 0.15% | 76 |
|
|
2023
Q3 | $494K | Sell |
5,333
-244
| -4% | -$22.6K | 0.18% | 76 |
|
|
2023
Q2 | $544K | Sell |
5,577
-65
| -1% | -$6.35K | 0.2% | 75 |
|
|
2023
Q1 | $549K | Sell |
5,642
-290
| -5% | -$28.2K | 0.21% | 67 |
|
|
2022
Q4 | $600K | Buy |
5,932
+1,108
| +23% | +$112K | 0.25% | 53 |
|
|
2022
Q3 | $400K | Buy |
4,824
+10
| +0.2% | +$829 | 0.2% | 73 |
|
|
2022
Q2 | $475K | Sell |
4,814
-71
| -1% | -$7.01K | 0.23% | 66 |
|
|
2022
Q1 | $459K | Buy |
4,885
+89
| +2% | +$8.36K | 0.21% | 83 |
|
|
2021
Q4 | $456K | Buy |
4,796
+9
| +0.2% | +$856 | 0.22% | 83 |
|
|
2021
Q3 | $454K | Hold |
4,787
| – | – | 0.29% | 75 |
|
|
2021
Q2 | $474K | Buy |
4,787
+201
| +4% | +$19.9K | 0.32% | 67 |
|
|
2021
Q1 | $407K | Buy |
4,586
+112
| +3% | +$9.94K | 0.32% | 73 |
|
|
2020
Q4 | $370K | Buy |
+4,474
| New | +$370K | 0.32% | 66 |
|