CWS Financial 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 | $1.56M | Sell |
8,586
-39
| -0.5% | -$7.1K | 0.46% | 30 |
|
|
2025
Q1 | $1.37M | Buy |
8,625
+11
| +0.1% | +$1.75K | 0.43% | 32 |
|
|
2024
Q4 | $1.04M | Buy |
8,614
+11
| +0.1% | +$1.32K | 0.34% | 37 |
|
|
2024
Q3 | $1.04M | Buy |
8,603
+13
| +0.2% | +$1.58K | 0.37% | 31 |
|
|
2024
Q2 | $870K | Buy |
8,590
+8
| +0.1% | +$811 | 0.34% | 31 |
|
|
2024
Q1 | $786K | Sell |
8,582
-1,178
| -12% | -$108K | 0.32% | 33 |
|
|
2023
Q4 | $918K | Sell |
9,760
-415
| -4% | -$39K | 0.34% | 42 |
|
|
2023
Q3 | $942K | Buy |
10,175
+14
| +0.1% | +$1.3K | 0.38% | 45 |
|
|
2023
Q2 | $992K | Buy |
10,161
+30
| +0.3% | +$2.93K | 0.38% | 39 |
|
|
2023
Q1 | $985K | Sell |
10,131
-735
| -7% | -$71.5K | 0.39% | 36 |
|
|
2022
Q4 | $964K | Buy |
10,866
+750
| +7% | +$66.5K | 0.42% | 37 |
|
|
2022
Q3 | $840K | Sell |
10,116
-86
| -0.8% | -$7.14K | 0.4% | 37 |
|
|
2022
Q2 | $1.01M | Sell |
10,202
-511
| -5% | -$50.4K | 0.46% | 30 |
|
|
2022
Q1 | $1.01M | Sell |
10,713
-91
| -0.8% | -$8.55K | 0.38% | 38 |
|
|
2021
Q4 | $1.03M | Buy |
+10,804
| New | +$1.03M | 0.36% | 43 |
|
|
2021
Q2 | $1.09M | Buy |
10,972
+106
| +1% | +$10.5K | 0.43% | 33 |
|
|
2021
Q1 | $964K | Buy |
10,866
+277
| +3% | +$24.6K | 0.42% | 37 |
|
|
2020
Q4 | $877K | Sell |
10,589
-758
| -7% | -$62.8K | 0.51% | 35 |
|
|
2020
Q3 | $851K | Sell |
11,347
-5
| -0% | -$375 | 0.57% | 30 |
|
|
2020
Q2 | $795K | Sell |
11,352
-1,645
| -13% | -$115K | 0.57% | 30 |
|
|
2020
Q1 | $1.11M | Sell |
12,997
-6,462
| -33% | -$550K | 0.82% | 14 |
|
|
2019
Q4 | $1.66M | Buy |
+19,459
| New | +$1.66M | 1.21% | 7 |
|