Wedmont Private Capital’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 | $6.67M | Buy |
37,491
+8,761
| +30% | +$1.56M | 0.28% | 49 |
|
2025
Q1 | $4.42M | Buy |
28,730
+2,382
| +9% | +$367K | 0.23% | 62 |
|
2024
Q4 | $3.09M | Buy |
26,348
+11,410
| +76% | +$1.34M | 0.16% | 74 |
|
2024
Q3 | $1.78M | Buy |
14,938
+1,577
| +12% | +$188K | 0.1% | 117 |
|
2024
Q2 | $1.42M | Buy |
13,361
+5,226
| +64% | +$554K | 0.09% | 140 |
|
2024
Q1 | $741K | Sell |
8,135
-2,271
| -22% | -$207K | 0.05% | 246 |
|
2023
Q4 | $1M | Buy |
10,406
+1,145
| +12% | +$110K | 0.08% | 160 |
|
2023
Q3 | $855K | Sell |
9,261
-615
| -6% | -$56.8K | 0.09% | 153 |
|
2023
Q2 | $983K | Buy |
9,876
+2,916
| +42% | +$290K | 0.11% | 131 |
|
2023
Q1 | $686K | Buy |
6,960
+2,255
| +48% | +$222K | 0.09% | 166 |
|
2022
Q4 | $487K | Sell |
4,705
-512
| -10% | -$53K | 0.07% | 207 |
|
2022
Q3 | $433K | Sell |
5,217
-129
| -2% | -$10.7K | 0.09% | 179 |
|
2022
Q2 | $528K | Buy |
5,346
+1,991
| +59% | +$197K | 0.11% | 131 |
|
2022
Q1 | $323K | Buy |
3,355
+946
| +39% | +$91.1K | 0.07% | 220 |
|
2021
Q4 | $246K | Buy |
+2,409
| New | +$246K | 0.08% | 204 |
|