Western 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 | $907K | Buy |
4,982
+536
| +12% | +$97.6K | 0.05% | 295 |
|
|
2025
Q1 | $706K | Buy |
4,446
+64
| +1% | +$10.2K | 0.05% | 312 |
|
|
2024
Q4 | $527K | Sell |
4,382
-541
| -11% | -$65.1K | 0.03% | 369 |
|
|
2024
Q3 | $598K | Sell |
4,923
-272
| -5% | -$33K | 0.03% | 413 |
|
|
2024
Q2 | $526K | Buy |
5,195
+26
| +0.5% | +$2.64K | 0.04% | 355 |
|
|
2024
Q1 | $474K | Buy |
5,169
+101
| +2% | +$9.25K | 0.04% | 380 |
|
|
2023
Q4 | $477K | Buy |
5,068
+213
| +4% | +$20K | 0.03% | 432 |
|
|
2023
Q3 | $449K | Buy |
4,855
+64
| +1% | +$5.93K | 0.04% | 411 |
|
|
2023
Q2 | $468K | Buy |
4,791
+113
| +2% | +$11K | 0.04% | 385 |
|
|
2023
Q1 | $455K | Sell |
4,678
-1,972
| -30% | -$192K | 0.04% | 391 |
|
|
2022
Q4 | $673K | Sell |
6,650
-3,456
| -34% | -$350K | 0.07% | 296 |
|
|
2022
Q3 | $840K | Buy |
10,106
+2,245
| +29% | +$187K | 0.05% | 346 |
|
|
2022
Q2 | $776K | Sell |
7,861
-34
| -0.4% | -$3.36K | 0.04% | 361 |
|
|
2022
Q1 | $741K | Buy |
7,895
+3,080
| +64% | +$289K | 0.04% | 411 |
|
|
2021
Q4 | $460K | Buy |
+4,815
| New | +$460K | 0.05% | 348 |
|
|
2021
Q2 | $548K | Buy |
5,549
+1,745
| +46% | +$172K | 0.06% | 338 |
|
|
2021
Q1 | $338K | Sell |
3,804
-169
| -4% | -$15K | 0.05% | 377 |
|
|
2020
Q4 | $329K | Sell |
3,973
-56
| -1% | -$4.64K | 0.05% | 329 |
|
|
2020
Q3 | $302K | Buy |
4,029
+348
| +9% | +$26.1K | 0.05% | 332 |
|
|
2020
Q2 | $261K | Sell |
3,681
-56
| -1% | -$3.97K | 0.05% | 338 |
|
|
2020
Q1 | $269K | Buy |
3,737
+1,118
| +43% | +$80.5K | 0.06% | 287 |
|
|
2019
Q4 | $223K | Sell |
2,619
-992
| -27% | -$84.5K | 0.03% | 368 |
|
|
2019
Q3 | $274K | Buy |
3,611
+663
| +22% | +$50.3K | 0.06% | 307 |
|
|
2019
Q2 | $231K | Sell |
2,948
-1,038
| -26% | -$81.3K | 0.03% | 358 |
|
|
2019
Q1 | $355K | Buy |
3,986
+473
| +13% | +$42.1K | 0.08% | 255 |
|
|
2018
Q4 | $234K | Buy |
+3,513
| New | +$234K | 0.06% | 295 |
|