Weinberger Asset Management’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 | $23.4M | Sell |
128,325
-682
| -0.5% | -$124K | 9.02% | 2 |
|
|
2025
Q1 | $20.5M | Buy |
129,007
+21
| +0% | +$3.33K | 8.78% | 2 |
|
|
2024
Q4 | $15.5M | Sell |
128,986
-904
| -0.7% | -$109K | 6.48% | 3 |
|
|
2024
Q3 | $15.8M | Sell |
129,890
-147
| -0.1% | -$17.8K | 6.72% | 3 |
|
|
2024
Q2 | $13.2M | Sell |
130,037
-2,602
| -2% | -$264K | 6.21% | 3 |
|
|
2024
Q1 | $12.2M | Sell |
132,639
-22,820
| -15% | -$2.09M | 5.87% | 3 |
|
|
2023
Q4 | $14.6M | Sell |
155,459
-7,156
| -4% | -$673K | 7.52% | 2 |
|
|
2023
Q3 | $15.1M | Sell |
162,615
-5,166
| -3% | -$478K | 8.58% | 2 |
|
|
2023
Q2 | $16.4M | Sell |
167,781
-6,283
| -4% | -$613K | 9.02% | 2 |
|
|
2023
Q1 | $16.9M | Sell |
174,064
-5,121
| -3% | -$498K | 9.85% | 2 |
|
|
2022
Q4 | $18.1M | Buy |
179,185
+1,351
| +0.8% | +$137K | 11.15% | 2 |
|
|
2022
Q3 | $14.8M | Buy |
177,834
+1,003
| +0.6% | +$83.3K | 10.21% | 2 |
|
|
2022
Q2 | $17.5M | Buy |
+176,831
| New | +$17.5M | 11.53% | 2 |
|