Capital Advisors Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
2,926
-79
| -3% | -$14.4K | 0.08% | 106 |
|
|
2025
Q1 | $477K | Buy |
3,005
+63
| +2% | +$10K | 0.08% | 107 |
|
|
2024
Q4 | $354K | Buy |
2,942
+42
| +1% | +$5.05K | 0.06% | 119 |
|
|
2024
Q3 | $352K | Buy |
2,900
+79
| +3% | +$9.59K | 0.06% | 115 |
|
|
2024
Q2 | $286K | Buy |
2,821
+31
| +1% | +$3.14K | 0.06% | 124 |
|
|
2024
Q1 | $256K | Buy |
+2,790
| New | +$256K | 0.05% | 125 |
|