AWA
Aaron Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
9,167
+764
| +9% | +$139K | 0.17% | 79 |
|
|
2025
Q1 | $1.33M | Buy |
8,403
+1,019
| +14% | +$162K | 0.15% | 96 |
|
|
2024
Q4 | $889K | Buy |
7,384
+986
| +15% | +$119K | 0.1% | 131 |
|
|
2024
Q3 | $777K | Buy |
6,398
+1,467
| +30% | +$178K | 0.09% | 138 |
|
|
2024
Q2 | $500K | Buy |
4,931
+191
| +4% | +$19.4K | 0.07% | 165 |
|
|
2024
Q1 | $434K | Buy |
4,740
+1,261
| +36% | +$116K | 0.06% | 170 |
|
|
2023
Q4 | $327K | Buy |
3,479
+16
| +0.5% | +$1.51K | 0.05% | 180 |
|
|
2023
Q3 | $321K | Buy |
3,463
+337
| +11% | +$31.2K | 0.04% | 188 |
|
|
2023
Q2 | $305K | Sell |
3,126
-228
| -7% | -$22.3K | 0.04% | 204 |
|
|
2023
Q1 | $326K | Buy |
3,354
+748
| +29% | +$72.7K | 0.04% | 198 |
|
|
2022
Q4 | $264K | Buy |
+2,606
| New | +$264K | 0.04% | 206 |
|
|
2022
Q2 | – | Sell |
-54,297
| Closed | -$578K | – | 668 |
|
|
2022
Q1 | $578K | Buy |
+54,297
| New | +$578K | 0.01% | 479 |
|