180 Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
3,980
-69
| -2% | -$12.6K | 0.1% | 189 |
|
|
2025
Q1 | $643K | Buy |
+4,049
| New | +$643K | 0.1% | 191 |
|
|
2021
Q3 | – | Sell |
-2,003
| Closed | -$200K | – | 387 |
|
|
2021
Q2 | $200K | Buy |
+2,003
| New | +$200K | 0.05% | 349 |
|
|
2020
Q3 | – | Sell |
-4,645
| Closed | -$349K | – | 285 |
|
|
2020
Q2 | $349K | Buy |
4,645
+70
| +2% | +$5.26K | 0.14% | 155 |
|
|
2020
Q1 | $340K | Sell |
4,575
-1,807
| -28% | -$134K | 0.18% | 143 |
|
|
2019
Q4 | $564K | Buy |
6,382
+2,172
| +52% | +$192K | 0.22% | 122 |
|
|
2019
Q3 | $328K | Buy |
4,210
+83
| +2% | +$6.47K | 0.15% | 178 |
|
|
2019
Q2 | $340K | Hold |
4,127
| – | – | 0.15% | 166 |
|
|
2019
Q1 | $348K | Sell |
4,127
-2,360
| -36% | -$199K | 0.16% | 162 |
|
|
2018
Q4 | $529K | Hold |
6,487
| – | – | 0.25% | 125 |
|
|
2018
Q3 | $529K | Sell |
6,487
-644
| -9% | -$52.5K | 0.24% | 125 |
|
|
2018
Q2 | $576K | Sell |
7,131
-8,720
| -55% | -$704K | 0.29% | 106 |
|
|
2018
Q1 | $1.58M | Sell |
15,851
-905
| -5% | -$90.2K | 0.82% | 31 |
|
|
2017
Q4 | $1.77M | Buy |
+16,756
| New | +$1.77M | 0.9% | 26 |
|