WR Wealth Planners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Sell |
113
-194
| -63% | -$23.3K | ﹤0.01% | 547 |
|
|
2024
Q3 | $37.3K | Buy |
307
+46
| +18% | +$5.58K | 0.01% | 380 |
|
|
2024
Q2 | $26.4K | Sell |
261
-22
| -8% | -$2.23K | 0.01% | 407 |
|
|
2024
Q1 | $25.9K | Buy |
+283
| New | +$25.9K | 0.01% | 413 |
|
|
2023
Q4 | – | Sell |
-205
| Closed | -$19K | – | 673 |
|
|
2023
Q3 | $19K | Hold |
205
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $20K | Hold |
205
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $19.9K | Hold |
205
| – | – | 0.01% | 431 |
|
|
2022
Q4 | $20.7K | Hold |
205
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $17K | Hold |
205
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $20.2K | Hold |
205
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $19.3K | Buy |
+205
| New | +$19.3K | 0.01% | 234 |
|