Wealthcare Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $146K | Buy |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $106K | Hold |
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|
2018
Q3 | $130K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $83K | Hold |
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|
2015
Q2 | $84K | Sell |
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|
2015
Q1 | $132K | Buy |
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|
2014
Q4 | $99K | Hold |
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|
2014
Q3 | $101K | Hold |
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|
2014
Q2 | $102K | Buy |
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|
2014
Q1 | $90K | Buy |
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|
2013
Q4 | $84K | Hold |
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|
2013
Q3 | $83K | Hold |
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|
2013
Q2 | $83K | Buy |
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