Carolina Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Buy |
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|
2025
Q2 | $99.4K | Buy |
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|
2025
Q1 | $7.14K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $139K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $475K | Sell |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $826K | Buy |
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|
2020
Q2 | $713K | Buy |
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|
2020
Q1 | $678K | Buy |
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|
2019
Q4 | $545K | Buy |
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