AWAG
ARS Wealth Advisors Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
2,518
+17
| +0.7% | +$3.1K | 0.05% | 110 |
|
|
2025
Q1 | $397K | Sell |
2,501
-10
| -0.4% | -$1.59K | 0.06% | 99 |
|
|
2024
Q4 | $302K | Hold |
2,511
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $305K | Hold |
2,511
| – | – | 0.04% | 135 |
|
|
2024
Q2 | $254K | Sell |
2,511
-2,256
| -47% | -$229K | 0.03% | 139 |
|
|
2024
Q1 | $437K | Sell |
4,767
-1,000
| -17% | -$91.6K | 0.06% | 104 |
|
|
2023
Q4 | $543K | Sell |
5,767
-20
| -0.3% | -$1.88K | 0.08% | 89 |
|
|
2023
Q3 | $536K | Buy |
5,787
+56
| +1% | +$5.18K | 0.09% | 89 |
|
|
2023
Q2 | $560K | Sell |
5,731
-4,596
| -45% | -$449K | 0.09% | 90 |
|
|
2023
Q1 | $1M | Buy |
10,327
+8,046
| +353% | +$782K | 0.19% | 55 |
|
|
2022
Q4 | $231K | Buy |
+2,281
| New | +$231K | 0.04% | 123 |
|
|
2022
Q3 | – | Sell |
-2,530
| Closed | -$250K | – | 164 |
|
|
2022
Q2 | $250K | Buy |
2,530
+382
| +18% | +$37.7K | 0.03% | 137 |
|
|
2022
Q1 | $202K | Sell |
2,148
-268
| -11% | -$25.2K | 0.04% | 125 |
|
|
2021
Q4 | $229K | Sell |
2,416
-29
| -1% | -$2.75K | 0.04% | 130 |
|
|
2021
Q3 | $232K | Buy |
+2,445
| New | +$232K | 0.04% | 118 |
|