B.O.S.S. Retirement Advisors’s Philip Morris PM Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,457	Closed	-$1.76M	–	273
2024 Q3	$1.76M	Buy	14,457 +486	+3%	+$56.5K	0.35%	74
2024 Q2	$1.42M	Sell	13,971 -7,245	-34%	-$708K	0.36%	77
2024 Q1	$2M	Sell	21,216 -2,576	-11%	-$238K	0.76%	47
2023 Q4	$2.24M	Sell	23,792 -2,002	-8%	-$184K	0.43%	67
2023 Q3	$2.39M	Sell	25,794 -2,276	-8%	-$219K	0.51%	53
2023 Q2	$2.74M	Sell	28,070 -2,463	-8%	-$235K	0.58%	39
2023 Q1	$2.97M	Buy	30,533 +2,721	+10%	+$271K	0.7%	34
2022 Q4	$2.82M	Buy	+27,812	New	+$2.62M	0.72%	33

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PM Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Philip Morris (PM) in Q4 2024, closing a stake of 14,457 shares — an estimated $1.76M sold.

B.O.S.S. Retirement Advisors first reported a position in PM in Q4 2022 and held it in 8 quarters. The position peaked at $2.97M in Q1 2023. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 14,457 Philip Morris shares in Q4 2024, an estimated $1.76M.
B.O.S.S. Retirement Advisors first reported a position in Philip Morris in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Philip Morris position peaked at $2.97M in Q1 2023.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.