AAS
Avantax Advisory Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
111,741
+10,980
| +11% | +$2M | 0.11% | 141 |
|
|
2025
Q1 | $16M | Buy |
100,761
+7,046
| +8% | +$1.12M | 0.1% | 159 |
|
|
2024
Q4 | $11.3M | Buy |
93,715
+4,240
| +5% | +$510K | 0.07% | 200 |
|
|
2024
Q3 | $10.9M | Sell |
89,475
-3,741
| -4% | -$454K | 0.07% | 204 |
|
|
2024
Q2 | $9.45M | Buy |
93,216
+44,110
| +90% | +$4.47M | 0.07% | 218 |
|
|
2024
Q1 | $4.5M | Sell |
49,106
-6,345
| -11% | -$581K | 0.04% | 328 |
|
|
2023
Q4 | $5.22M | Buy |
55,451
+2,656
| +5% | +$250K | 0.05% | 275 |
|
|
2023
Q3 | $4.89M | Buy |
52,795
+2,487
| +5% | +$230K | 0.05% | 260 |
|
|
2023
Q2 | $4.91M | Buy |
50,308
+1,449
| +3% | +$141K | 0.06% | 257 |
|
|
2023
Q1 | $4.75M | Buy |
48,859
+2,732
| +6% | +$266K | 0.06% | 254 |
|
|
2022
Q4 | $4.67M | Buy |
46,127
+1,810
| +4% | +$183K | 0.06% | 240 |
|
|
2022
Q3 | $3.68M | Buy |
44,317
+855
| +2% | +$71K | 0.06% | 254 |
|
|
2022
Q2 | $4.29M | Buy |
43,462
+1,647
| +4% | +$163K | 0.06% | 228 |
|
|
2022
Q1 | $3.92M | Buy |
41,815
+3,067
| +8% | +$288K | 0.05% | 247 |
|
|
2021
Q4 | $3.68M | Buy |
38,748
+1,727
| +5% | +$164K | 0.06% | 247 |
|
|
2021
Q3 | $3.51M | Buy |
37,021
+3,193
| +9% | +$303K | 0.06% | 239 |
|
|
2021
Q2 | $3.36M | Buy |
33,828
+2,384
| +8% | +$237K | 0.06% | 234 |
|
|
2021
Q1 | $2.79M | Buy |
31,444
+2,934
| +10% | +$260K | 0.06% | 239 |
|
|
2020
Q4 | $2.36M | Sell |
28,510
-36,159
| -56% | -$2.99M | 0.06% | 239 |
|
|
2020
Q3 | $4.84M | Buy |
64,669
+39,704
| +159% | +$2.97M | 0.08% | 214 |
|
|
2020
Q2 | $1.75M | Buy |
24,965
+165
| +0.7% | +$11.6K | 0.05% | 243 |
|
|
2020
Q1 | $1.81M | Sell |
24,800
-121
| -0.5% | -$8.81K | 0.05% | 209 |
|
|
2019
Q4 | $2.13M | Buy |
24,921
+5,743
| +30% | +$490K | 0.05% | 197 |
|
|
2019
Q3 | $1.46M | Sell |
19,178
-1,166
| -6% | -$88.6K | 0.06% | 164 |
|
|
2019
Q2 | $1.6M | Buy |
20,344
+120
| +0.6% | +$9.43K | 0.07% | 136 |
|
|
2019
Q1 | $1.79M | Buy |
20,224
+2,217
| +12% | +$196K | 0.1% | 115 |
|
|
2018
Q4 | $1.22M | Buy |
+18,007
| New | +$1.22M | 0.21% | 114 |
|