WR Wealth Planners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Sell |
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|
2024
Q3 | $37.3K | Buy |
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|
2024
Q2 | $26.4K | Sell |
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|
2024
Q1 | $25.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $19K | Hold |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $19.9K | Hold |
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|
2022
Q4 | $20.7K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $20.2K | Hold |
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|
2022
Q1 | $19.3K | Buy |
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