BA
Bellwether Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4K | Buy |
304
+149
| +96% | +$27.1K | 0.01% | 214 |
|
|
2025
Q1 | $24.6K | Hold |
155
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $18.7K | Buy |
+155
| New | +$18.7K | ﹤0.01% | 291 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$4.86K | – | 353 |
|
|
2023
Q1 | $4.86K | Hold |
50
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $5.06K | Hold |
50
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $4K | Sell |
50
-270
| -84% | -$21.6K | ﹤0.01% | 303 |
|
|
2022
Q1 | $30K | Hold |
320
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $30K | Sell |
320
-5,194
| -94% | -$487K | 0.01% | 241 |
|
|
2021
Q3 | $522K | Buy |
5,514
+5,484
| +18,280% | +$519K | 0.17% | 97 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 303 |
|