Widmann Financial Services’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 | $737K | Hold |
4,048
| – | – | 0.51% | 55 |
|
|
2025
Q1 | $643K | Hold |
4,048
| – | – | 0.5% | 54 |
|
|
2024
Q4 | $487K | Hold |
4,048
| – | – | 0.38% | 57 |
|
|
2024
Q3 | $491K | Hold |
4,048
| – | – | 0.37% | 59 |
|
|
2024
Q2 | $410K | Hold |
4,048
| – | – | 0.33% | 59 |
|
|
2024
Q1 | $371K | Hold |
4,048
| – | – | 0.31% | 65 |
|
|
2023
Q4 | $381K | Hold |
4,048
| – | – | 0.34% | 56 |
|
|
2023
Q3 | $375K | Hold |
4,048
| – | – | 0.37% | 57 |
|
|
2023
Q2 | $395K | Hold |
4,048
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $394K | Hold |
4,048
| – | – | 0.4% | 57 |
|
|
2022
Q4 | $410K | Hold |
4,048
| – | – | 0.43% | 56 |
|
|
2022
Q3 | $336K | Buy |
4,048
+34
| +0.8% | +$2.82K | 0.37% | 62 |
|
|
2022
Q2 | $396K | Sell |
4,014
-53
| -1% | -$5.23K | 0.41% | 58 |
|
|
2022
Q1 | $382K | Hold |
4,067
| – | – | 0.34% | 61 |
|
|
2021
Q4 | $386K | Buy |
+4,067
| New | +$386K | 0.32% | 58 |
|