AWE
Avidian Wealth Enterprises’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
4,078
+365
| +10% | +$66.5K | 0.03% | 250 |
|
|
2025
Q1 | $589K | Sell |
3,713
-1,045
| -22% | -$166K | 0.03% | 281 |
|
|
2024
Q4 | $573K | Sell |
4,758
-1,379
| -22% | -$166K | 0.03% | 273 |
|
|
2024
Q3 | $745K | Buy |
6,137
+2,287
| +59% | +$278K | 0.03% | 229 |
|
|
2024
Q2 | $390K | Buy |
+3,850
| New | +$390K | 0.02% | 324 |
|
|
2023
Q2 | – | Sell |
-5,405
| Closed | -$526K | – | 467 |
|
|
2023
Q1 | $526K | Buy |
5,405
+32
| +0.6% | +$3.11K | 0.03% | 286 |
|
|
2022
Q4 | $544K | Buy |
5,373
+1,222
| +29% | +$124K | 0.04% | 262 |
|
|
2022
Q3 | $345K | Buy |
4,151
+148
| +4% | +$12.3K | 0.02% | 299 |
|
|
2022
Q2 | $395K | Buy |
4,003
+12
| +0.3% | +$1.18K | 0.03% | 298 |
|
|
2022
Q1 | $375K | Sell |
3,991
-990
| -20% | -$93K | 0.02% | 346 |
|
|
2021
Q4 | $473K | Buy |
4,981
+576
| +13% | +$54.7K | 0.03% | 303 |
|
|
2021
Q3 | $418K | Buy |
4,405
+1,281
| +41% | +$122K | 0.03% | 239 |
|
|
2021
Q2 | $310K | Sell |
3,124
-10
| -0.3% | -$992 | 0.02% | 298 |
|
|
2021
Q1 | $278K | Sell |
3,134
-20
| -0.6% | -$1.77K | 0.02% | 296 |
|
|
2020
Q4 | $261K | Buy |
3,154
+3
| +0.1% | +$248 | 0.02% | 269 |
|
|
2020
Q3 | $236K | Buy |
3,151
+66
| +2% | +$4.94K | 0.03% | 245 |
|
|
2020
Q2 | $216K | Sell |
3,085
-135
| -4% | -$9.45K | 0.03% | 234 |
|
|
2020
Q1 | $235K | Sell |
3,220
-29
| -0.9% | -$2.12K | 0.04% | 174 |
|
|
2019
Q4 | $276K | Buy |
3,249
+302
| +10% | +$25.7K | 0.04% | 186 |
|
|
2019
Q3 | $224K | Sell |
2,947
-362
| -11% | -$27.5K | 0.04% | 174 |
|
|
2019
Q2 | $260K | Sell |
3,309
-104
| -3% | -$8.17K | 0.06% | 124 |
|
|
2019
Q1 | $302K | Sell |
3,413
-83
| -2% | -$7.34K | 0.07% | 96 |
|
|
2018
Q4 | $233K | Buy |
3,496
+12
| +0.3% | +$800 | 0.08% | 80 |
|
|
2018
Q3 | $284K | Sell |
3,484
-1,446
| -29% | -$118K | 0.09% | 85 |
|
|
2018
Q2 | $398K | Sell |
4,930
-17
| -0.3% | -$1.37K | 0.13% | 62 |
|
|
2018
Q1 | $492K | Sell |
4,947
-1,096
| -18% | -$109K | 0.16% | 51 |
|
|
2017
Q4 | $638 | Buy |
6,043
+12
| +0.2% | +$1 | 0.17% | 41 |
|
|
2017
Q3 | $670K | Buy |
6,031
+27
| +0.4% | +$3K | 0.26% | 33 |
|
|
2017
Q2 | $705K | Buy |
6,004
+1,462
| +32% | +$172K | 0.29% | 25 |
|
|
2017
Q1 | $513K | Buy |
4,542
+2,054
| +83% | +$232K | 0.2% | 35 |
|
|
2016
Q4 | $228K | Buy |
2,488
+27
| +1% | +$2.47K | 0.1% | 72 |
|
|
2016
Q3 | $239K | Hold |
2,461
| – | – | 0.1% | 65 |
|
|
2016
Q2 | $250 | Hold |
2,461
| – | – | 0.09% | 60 |
|
|
2016
Q1 | $241K | Buy |
2,461
+19
| +0.8% | +$1.86K | 0.13% | 63 |
|
|
2015
Q4 | $215K | Buy |
+2,442
| New | +$215K | 0.1% | 40 |
|