Avestar Capital’s Philip Morris PM Stock Holding History

Avestar Capital’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.75M	Sell	25,915 -9,206	-26%	-$1.69M	0.32%	57
2025 Q1	$5.6M	Buy	35,121 +12,105	+53%	+$1.93M	0.49%	37
2024 Q4	$2.77M	Buy	23,016 +1,229	+6%	+$148K	0.24%	74
2024 Q3	$2.65M	Buy	21,787 +357	+2%	+$43.3K	0.27%	60
2024 Q2	$2.17M	Buy	21,430 +2,036	+10%	+$206K	0.22%	74
2024 Q1	$1.8M	Buy	19,394 +721	+4%	+$67K	0.19%	88
2023 Q4	$1.78M	Buy	18,673 +878	+5%	+$83.7K	0.2%	67
2023 Q3	$1.65M	Buy	17,795 +1,300	+8%	+$120K	0.23%	62
2023 Q2	$1.63M	Sell	16,495 -1,471	-8%	-$145K	0.26%	49
2023 Q1	$1.77M	Sell	17,966 -575	-3%	-$56.7K	0.32%	46
2022 Q4	$1.88M	Sell	18,541 -2,278	-11%	-$231K	0.34%	47
2022 Q3	$1.73M	Sell	20,819 -569	-3%	-$47.2K	0.44%	41
2022 Q2	$2.11M	Sell	21,388 -127	-0.6%	-$12.5K	0.52%	33
2022 Q1	$2.05M	Sell	21,515 -64	-0.3%	-$6.09K	0.33%	43
2021 Q4	$2.08M	Sell	21,579 -8,067	-27%	-$776K	0.25%	51
2021 Q3	$2.81M	Sell	29,646 -1,586	-5%	-$150K	0.36%	42
2021 Q2	$3.13M	Buy	31,232 +4,251	+16%	+$426K	0.42%	38
2021 Q1	$2.54M	Buy	26,981 +7,584	+39%	+$714K	0.57%	29
2020 Q4	$1.63M	Buy	19,397 +890	+5%	+$74.7K	0.45%	39
2020 Q3	$1.36M	Buy	18,507 +119	+0.6%	+$8.76K	0.45%	32
2020 Q2	$1.31M	Buy	18,388 +322	+2%	+$22.9K	0.58%	38
2020 Q1	$1.34M	Buy	18,066 +19	+0.1%	+$1.41K	0.73%	29
2019 Q4	$1.54M	Buy	18,047 +11,157	+162%	+$949K	0.87%	22
2019 Q3	$523K	Buy	6,890 +8	+0.1%	+$607	0.33%	70
2019 Q2	$534K	Sell	6,882 -2	-0%	-$155	0.34%	56
2019 Q1	$599K	Buy	6,884 +239	+4%	+$20.8K	0.39%	48
2018 Q4	$436K	Sell	6,645 -33	-0.5%	-$2.17K	0.3%	59
2018 Q3	$536K	Sell	6,678 -1,077	-14%	-$86.4K	0.31%	51
2018 Q2	$615K	Buy	7,755 +85	+1%	+$6.74K	0.39%	45
2018 Q1	$755K	Buy	7,670 +2,786	+57%	+$274K	0.49%	40
2017 Q4	$508K	Buy	+4,884	New	+$508K	0.38%	39