AO
Advisor OS’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
7,406
+669
| +10% | +$122K | 0.13% | 106 |
|
|
2025
Q1 | $1.07M | Buy |
6,737
+630
| +10% | +$100K | 0.12% | 118 |
|
|
2024
Q4 | $735K | Buy |
6,107
+345
| +6% | +$41.5K | 0.09% | 161 |
|
|
2024
Q3 | $700K | Buy |
5,762
+260
| +5% | +$31.6K | 0.07% | 209 |
|
|
2024
Q2 | $558K | Sell |
5,502
-39
| -0.7% | -$3.95K | 0.06% | 234 |
|
|
2024
Q1 | $508K | Sell |
5,541
-10,976
| -66% | -$1.01M | 0.06% | 234 |
|
|
2023
Q4 | $1.55M | Buy |
16,517
+539
| +3% | +$50.7K | 0.2% | 86 |
|
|
2023
Q3 | $1.48M | Buy |
15,978
+11,799
| +282% | +$1.09M | 0.22% | 84 |
|
|
2023
Q2 | $408K | Buy |
+4,179
| New | +$408K | 0.07% | 210 |
|
|
2023
Q1 | – | Sell |
-1,978
| Closed | -$200K | – | 246 |
|
|
2022
Q4 | $200K | Buy |
+1,978
| New | +$200K | 0.05% | 208 |
|