Well Done LLC’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 | – | Sell |
-2,087
| Closed | -$380K | – | 197 |
|
|
2025
Q2 | $380K | Sell |
2,087
-1,539
| -42% | -$264K | 0.07% | 116 |
|
|
2025
Q1 | $436K | Buy |
3,626
+112
| +3% | +$15.9K | 0.08% | 115 |
|
|
2024
Q4 | $427K | Hold |
3,514
| – | – | 0.08% | 118 |
|
|
2024
Q3 | $427K | Sell |
3,514
-215
| -6% | -$25K | 0.08% | 119 |
|
|
2024
Q2 | $378K | Buy |
3,729
+339
| +10% | +$33.1K | 0.08% | 126 |
|
|
2024
Q1 | $311K | Buy |
3,390
+50
| +1% | +$4.61K | 0.06% | 144 |
|
|
2023
Q4 | $314K | Buy |
3,340
+17
| +0.5% | +$1.57K | 0.06% | 145 |
|
|
2023
Q3 | $308K | Sell |
3,323
-5
| -0.2% | -$481 | 0.07% | 127 |
|
|
2023
Q2 | $325K | Sell |
3,328
-224
| -6% | -$21.4K | 0.07% | 123 |
|
|
2023
Q1 | $345K | Sell |
3,552
-536
| -13% | -$53.4K | 0.07% | 122 |
|
|
2022
Q4 | $414K | Buy |
4,088
+145
| +4% | +$13.7K | 0.09% | 114 |
|
|
2022
Q3 | $327K | Buy |
3,943
+115
| +3% | +$11K | 0.08% | 118 |
|
|
2022
Q2 | $378K | Hold |
3,828
| – | – | 0.08% | 113 |
|
|
2022
Q1 | $360K | Hold |
3,828
| – | – | 0.07% | 128 |
|
|
2021
Q4 | $364K | Sell |
3,828
-205
| -5% | -$19.2K | 0.07% | 127 |
|
|
2021
Q3 | $382K | Sell |
4,033
-97
| -2% | -$9.76K | 0.09% | 118 |
|
|
2021
Q2 | $409K | Sell |
4,130
-125
| -3% | -$12K | 0.09% | 117 |
|
|
2021
Q1 | $378K | Buy |
4,255
+427
| +11% | +$36.3K | 0.09% | 117 |
|
|
2020
Q4 | $317K | Buy |
+3,828
| New | +$298K | 0.08% | 116 |
|
|
2019
Q1 | – | Sell |
-590
| Closed | -$39K | – | 513 |
|
|
2018
Q4 | $39K | Buy |
+590
| New | +$49.3K | 0.01% | 282 |
|
|
2018
Q2 | – | Sell |
-567
| Closed | -$56K | – | 414 |
|
|
2018
Q1 | $56K | Buy |
+567
| New | +$59.1K | 0.02% | 220 |
|
Other funds holding PM
