BHWA
Beacon Harbor Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
23,077
-10,783
| -32% | -$1.96M | 1.05% | 44 |
|
|
2025
Q1 | $5.37M | Sell |
33,860
-28,723
| -46% | -$4.56M | 1.25% | 43 |
|
|
2024
Q4 | $7.53M | Buy |
62,583
+1,231
| +2% | +$148K | 1.75% | 17 |
|
|
2024
Q3 | $7.45M | Sell |
61,352
-90
| -0.1% | -$10.9K | 1.77% | 19 |
|
|
2024
Q2 | $6.23M | Buy |
61,442
+1,074
| +2% | +$109K | 1.62% | 28 |
|
|
2024
Q1 | $5.53M | Buy |
60,368
+1,114
| +2% | +$102K | 1.46% | 37 |
|
|
2023
Q4 | $5.58M | Buy |
59,254
+1,424
| +2% | +$134K | 1.62% | 27 |
|
|
2023
Q3 | $5.35M | Buy |
+57,830
| New | +$5.35M | 1.78% | 19 |
|