Wealthcare Capital Management’s Philip Morris PM Stock Holding History

Wealthcare Capital Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$418K	Buy	2,309 +7	+0.3%	+$1.21K	0.04%	72
2026 Q1	$381K	Sell	2,302 -12	-0.5%	-$2.08K	0.04%	65
2025 Q4	$371K	Sell	2,314 -5	-0.2%	-$775	0.04%	65
2025 Q3	$376K	Buy	+2,319	New	+$390K	0.04%	64
2021 Q2	–	Sell	-1,871	Closed	-$166K	–	520
2021 Q1	$166K	Buy	+1,871	New	+$159K	0.02%	77
2020 Q2	–	Sell	-1,599	Closed	-$117K	–	197
2020 Q1	$117K	Sell	1,599 -118	-7%	-$9.71K	0.02%	63
2019 Q4	$146K	Buy	1,717 +122	+8%	+$10.1K	0.02%	70
2019 Q3	$121K	Hold	1,595	–	–	0.01%	71
2019 Q2	$125K	Hold	1,595	–	–	0.02%	67
2019 Q1	$141K	Hold	1,595	–	–	0.02%	61
2018 Q4	$106K	Hold	1,595	–	–	0.02%	67
2018 Q3	$130K	Buy	+1,595	New	+$131K	0.02%	58
2016 Q4	–	Sell	-116	Closed	-$11K	–	209
2016 Q3	$11K	Hold	116	–	–	﹤0.01%	122
2016 Q2	$12K	Hold	116	–	–	﹤0.01%	118
2016 Q1	$11K	Hold	116	–	–	﹤0.01%	128
2015 Q4	$10K	Sell	116 -929	-89%	-$80.6K	﹤0.01%	141
2015 Q3	$83K	Hold	1,045	–	–	0.01%	74
2015 Q2	$84K	Sell	1,045 -710	-40%	-$58.4K	0.01%	79
2015 Q1	$132K	Buy	1,755 +542	+45%	+$44K	0.02%	126
2014 Q4	$99K	Hold	1,213	–	–	0.01%	60
2014 Q3	$101K	Hold	1,213	–	–	0.01%	61
2014 Q2	$102K	Buy	1,213 +116	+11%	+$9.99K	0.02%	58
2014 Q1	$90K	Buy	1,097 +137	+14%	+$11.1K	0.01%	59
2013 Q4	$84K	Hold	960	–	–	0.01%	35
2013 Q3	$83K	Hold	960	–	–	0.01%	32
2013 Q2	$83K	Buy	+960	New	+$89.2K	0.02%	33

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