Carolina Wealth Advisors’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 | $99.4K | Buy |
546
+501
| +1,113% | +$91.2K | 0.05% | 75 |
|
|
2025
Q1 | $7.14K | Buy |
+45
| New | +$7.14K | ﹤0.01% | 158 |
|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$139K | – | 270 |
|
|
2023
Q3 | $139K | Buy |
+1,500
| New | +$139K | 0.08% | 83 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 294 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 310 |
|
|
2021
Q4 | – | Sell |
-5,006
| Closed | -$475K | – | 291 |
|
|
2021
Q3 | $475K | Sell |
5,006
-179
| -3% | -$17K | 0.31% | 37 |
|
|
2021
Q2 | $514K | Sell |
5,185
-214
| -4% | -$21.2K | 0.35% | 37 |
|
|
2021
Q1 | $479K | Sell |
5,399
-5,464
| -50% | -$485K | 0.35% | 37 |
|
|
2020
Q4 | $899K | Sell |
10,863
-157
| -1% | -$13K | 0.72% | 34 |
|
|
2020
Q3 | $826K | Buy |
11,020
+840
| +8% | +$63K | 0.73% | 35 |
|
|
2020
Q2 | $713K | Buy |
10,180
+891
| +10% | +$62.4K | 0.69% | 36 |
|
|
2020
Q1 | $678K | Buy |
9,289
+2,884
| +45% | +$211K | 0.78% | 36 |
|
|
2019
Q4 | $545K | Buy |
+6,405
| New | +$545K | 0.52% | 34 |
|