BFWA
Benchmark Financial Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
2,566
+54
| +2% | +$9.84K | 0.15% | 67 |
|
|
2025
Q1 | $399K | Sell |
2,512
-83
| -3% | -$13.2K | 0.15% | 70 |
|
|
2024
Q4 | $312K | Buy |
2,595
+29
| +1% | +$3.49K | 0.1% | 75 |
|
|
2024
Q3 | $312K | Sell |
2,566
-134
| -5% | -$16.3K | 0.1% | 75 |
|
|
2024
Q2 | $274K | Buy |
2,700
+20
| +0.7% | +$2.03K | 0.1% | 74 |
|
|
2024
Q1 | $246K | Buy |
2,680
+393
| +17% | +$36K | 0.09% | 77 |
|
|
2023
Q4 | $215K | Buy |
2,287
+22
| +1% | +$2.07K | 0.09% | 77 |
|
|
2023
Q3 | $210K | Sell |
2,265
-992
| -30% | -$91.8K | 0.1% | 65 |
|
|
2023
Q2 | $318K | Sell |
3,257
-31
| -0.9% | -$3.03K | 0.15% | 54 |
|
|
2023
Q1 | $320K | Buy |
3,288
+39
| +1% | +$3.79K | 0.16% | 48 |
|
|
2022
Q4 | $329K | Buy |
+3,249
| New | +$329K | 0.18% | 49 |
|