Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
PM holding history
Philip Morris International Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PM overviewAll 13F holders of PMFull Q4 2024 holdings
- Shares (Q4 2024)
- 4,229
- Value
- $508.9K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4,229 | $508.9K | <0.1% | +42+1.0% | Added | Holders |
| Q3 2024 | 4,187 | $508.3K | <0.1% | +4,187 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −4,230−100.0% | Sold out | Holders |
| Q1 2024 | 4,230 | $386.8K | <0.1% | −64−1.5% | Reduced | Holders |
| Q4 2023 | 4,294 | $404.1K | <0.1% | +192+4.7% | Added | Holders |
| Q3 2023 | 4,102 | $379.8K | <0.1% | +517+14.4% | Added | Holders |
| Q2 2023 | 3,585 | $350.0K | <0.1% | +21+0.6% | Added | Holders |
| Q1 2023 | 3,564 | $346.6K | <0.1% | +621+21.1% | Added | Holders |
| Q4 2022 | 2,943 | $297.9K | <0.1% | +2,703+1,126.3% | Added | Holders |
| Q3 2022 | 240 | $240.0K | <0.1% | −2,676−91.8% | Reduced | Holders |
| Q2 2022 | 2,916 | $287.0K | <0.1% | +2,916 | New | Holders |