WAM
WFA Asset Management’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Buy |
2,317
+31
| +1% | +$3.14K | 0.13% | 50 |
|
2025
Q1 | $209K | Sell |
2,286
-131
| -5% | -$12K | 0.11% | 58 |
|
2024
Q4 | $291K | Buy |
2,417
+26
| +1% | +$3.13K | 0.16% | 44 |
|
2024
Q3 | $290K | Buy |
2,391
+74
| +3% | +$8.98K | 0.16% | 45 |
|
2024
Q2 | $235K | Buy |
2,317
+31
| +1% | +$3.14K | 0.13% | 50 |
|
2024
Q1 | $209K | Buy |
2,286
+28
| +1% | +$2.57K | 0.11% | 58 |
|
2023
Q4 | $212K | Buy |
2,258
+206
| +10% | +$19.4K | 0.12% | 51 |
|
2023
Q3 | $190K | Buy |
2,052
+26
| +1% | +$2.41K | 0.11% | 53 |
|
2023
Q2 | $198K | Buy |
2,026
+26
| +1% | +$2.54K | 0.12% | 52 |
|
2023
Q1 | $195K | Buy |
2,000
+25
| +1% | +$2.43K | 0.12% | 52 |
|
2022
Q4 | $200K | Sell |
1,975
-43
| -2% | -$4.35K | 0.13% | 50 |
|
2022
Q3 | $168K | Buy |
2,018
+27
| +1% | +$2.24K | 0.12% | 51 |
|
2022
Q2 | $197K | Buy |
1,991
+11
| +0.6% | +$1.09K | 0.14% | 44 |
|
2022
Q1 | $186K | Buy |
1,980
+38
| +2% | +$3.57K | 0.12% | 48 |
|
2021
Q4 | $185K | Buy |
+1,942
| New | +$185K | 0.12% | 49 |
|