Western Pacific Wealth 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 | $40.1K | Buy |
+220
| New | +$40.1K | 0.04% | 138 |
|
|
2024
Q4 | – | Sell |
-569
| Closed | -$69.1K | – | 255 |
|
|
2024
Q3 | $69.1K | Buy |
569
+98
| +21% | +$11.9K | 0.05% | 149 |
|
|
2024
Q2 | $47.7K | Buy |
471
+103
| +28% | +$10.4K | 0.04% | 149 |
|
|
2024
Q1 | $33.7K | Sell |
368
-50
| -12% | -$4.58K | 0.02% | 160 |
|
|
2023
Q4 | $39.3K | Hold |
418
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $38.7K | Sell |
418
-249
| -37% | -$23.1K | 0.03% | 151 |
|
|
2023
Q2 | $65.1K | Buy |
667
+81
| +14% | +$7.91K | 0.05% | 118 |
|
|
2023
Q1 | $57K | Hold |
586
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $59.3K | Buy |
586
+536
| +1,072% | +$54.2K | 0.05% | 117 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 162 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 186 |
|
|
2021
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 184 |
|