WJWM
Williams Jones Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Sell |
39,589
-343
| -0.9% | -$62.5K | 0.09% | 116 |
|
|
2025
Q1 | $6.34M | Sell |
39,932
-251
| -0.6% | -$39.8K | 0.08% | 123 |
|
|
2024
Q4 | $4.84M | Sell |
40,183
-2,606
| -6% | -$314K | 0.06% | 138 |
|
|
2024
Q3 | $5.19M | Sell |
42,789
-1,277
| -3% | -$155K | 0.06% | 136 |
|
|
2024
Q2 | $4.47M | Sell |
44,066
-444
| -1% | -$45K | 0.06% | 138 |
|
|
2024
Q1 | $4.08M | Sell |
44,510
-3,886
| -8% | -$356K | 0.05% | 139 |
|
|
2023
Q4 | $4.55M | Sell |
48,396
-7,787
| -14% | -$733K | 0.06% | 132 |
|
|
2023
Q3 | $5.2M | Buy |
56,183
+136
| +0.2% | +$12.6K | 0.08% | 127 |
|
|
2023
Q2 | $5.47M | Sell |
56,047
-1,538
| -3% | -$150K | 0.08% | 131 |
|
|
2023
Q1 | $5.6M | Sell |
57,585
-184
| -0.3% | -$17.9K | 0.09% | 130 |
|
|
2022
Q4 | $5.85M | Sell |
57,769
-3,453
| -6% | -$349K | 0.1% | 131 |
|
|
2022
Q3 | $5.08M | Buy |
61,222
+10,097
| +20% | +$838K | 0.09% | 135 |
|
|
2022
Q2 | $5.05M | Buy |
51,125
+35,579
| +229% | +$3.51M | 0.08% | 146 |
|
|
2022
Q1 | $1.46M | Buy |
15,546
+821
| +6% | +$77.1K | 0.02% | 223 |
|
|
2021
Q4 | $1.4M | Buy |
14,725
+575
| +4% | +$54.6K | 0.02% | 234 |
|
|
2021
Q3 | $1.34M | Buy |
14,150
+1,605
| +13% | +$152K | 0.02% | 225 |
|
|
2021
Q2 | $1.24M | Buy |
12,545
+2,033
| +19% | +$201K | 0.02% | 230 |
|
|
2021
Q1 | $933K | Sell |
10,512
-1,702
| -14% | -$151K | 0.01% | 251 |
|
|
2020
Q4 | $1.01M | Sell |
12,214
-58
| -0.5% | -$4.8K | 0.02% | 225 |
|
|
2020
Q3 | $920K | Buy |
12,272
+1,958
| +19% | +$147K | 0.02% | 206 |
|
|
2020
Q2 | $723K | Sell |
10,314
-241
| -2% | -$16.9K | 0.01% | 225 |
|
|
2020
Q1 | $770K | Buy |
10,555
+337
| +3% | +$24.6K | 0.02% | 191 |
|
|
2019
Q4 | $869K | Sell |
10,218
-600
| -6% | -$51K | 0.02% | 218 |
|
|
2019
Q3 | $821K | Buy |
+10,818
| New | +$821K | 0.02% | 217 |
|