CPWA
Cerro Pacific Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
2,163
-380
| -15% | -$69.2K | 0.11% | 115 |
|
|
2025
Q1 | $306K | Sell |
2,543
-16
| -0.6% | -$1.93K | 0.1% | 127 |
|
|
2024
Q4 | $311K | Sell |
2,559
-372
| -13% | -$45.2K | 0.1% | 125 |
|
|
2024
Q3 | $297K | Buy |
2,931
+397
| +16% | +$40.2K | 0.11% | 126 |
|
|
2024
Q2 | $257K | Buy |
+2,534
| New | +$257K | 0.1% | 131 |
|
|
2023
Q1 | $208K | Buy |
+2,135
| New | +$208K | 0.11% | 141 |
|