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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

PM holding history

Philip Morris International Inc. in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings

Shares (Q1 2024)
5,174
Value
$464.2K
% of portfolio
0.2%
Quarters held
10
Since Q4 2021
Holdings of PM by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20245,174$464.2K0.2%+54+1.1%AddedHolders
Q4 20235,120$481.7K0.2%+40+0.8%AddedHolders
Q3 20235,080$470.3K0.2%+356+7.5%AddedHolders
Q2 20234,724$461.2K0.2%+236+5.3%AddedHolders
Q1 20234,488$436.5K0.2%+46+1.0%AddedHolders
Q4 20224,442$449.6K0.3%+256+6.1%AddedHolders
Q3 20224,186$347.0K0.2%+570+15.8%AddedHolders
Q2 20223,616$357.0K0.2%+149+4.3%AddedHolders
Q1 20223,467$326.0K0.3%+398+13.0%AddedHolders
Q4 20213,069$292.0K0.2%–No prior filingHolders