WOSD
WFA of San Diego’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
+225
| New | +$41K | 0.03% | 221 |
|
|
2024
Q3 | $48K | Hold |
395
| – | – | 0.04% | 189 |
|
|
2024
Q2 | $40K | Buy |
+395
| New | +$40K | 0.04% | 198 |
|
|
2023
Q3 | $36.6K | Sell |
395
-175
| -31% | -$16.2K | 0.04% | 193 |
|
|
2023
Q2 | $55.6K | Buy |
+570
| New | +$55.6K | 0.05% | 161 |
|
|
2023
Q1 | – | Sell |
-1,538
| Closed | -$156K | – | 327 |
|
|
2022
Q4 | $156K | Buy |
+1,538
| New | +$156K | 0.12% | 102 |
|
|
2022
Q3 | – | Sell |
-1,863
| Closed | -$184K | – | 316 |
|
|
2022
Q2 | $184K | Sell |
1,863
-400
| -18% | -$39.5K | 0.16% | 86 |
|
|
2022
Q1 | $213K | Sell |
2,263
-375
| -14% | -$35.3K | 0.16% | 88 |
|
|
2021
Q4 | $251K | Buy |
2,638
+375
| +17% | +$35.7K | 0.15% | 104 |
|
|
2021
Q3 | $215K | Hold |
2,263
| – | – | 0.15% | 95 |
|
|
2021
Q2 | $224K | Hold |
2,263
| – | – | 0.17% | 80 |
|
|
2021
Q1 | $201K | Buy |
+2,263
| New | +$201K | 0.17% | 90 |
|
|
2020
Q3 | – | Sell |
-5,260
| Closed | -$461K | – | 198 |
|
|
2020
Q2 | $461K | Buy |
+5,260
| New | +$461K | 0.11% | 162 |
|