DSA
Droms Strauss Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,532
| Closed | -$545K | – | 72 |
|
|
2024
Q4 | $545K | Sell |
4,532
-2,266
| -33% | -$273K | 0.18% | 45 |
|
|
2024
Q3 | $825K | Hold |
6,798
| – | – | 0.29% | 36 |
|
|
2024
Q2 | $689K | Sell |
6,798
-2,266
| -25% | -$230K | 0.25% | 38 |
|
|
2024
Q1 | $830K | Sell |
9,064
-149
| -2% | -$13.6K | 0.3% | 37 |
|
|
2023
Q4 | $867K | Hold |
9,213
| – | – | 0.34% | 42 |
|
|
2023
Q3 | $853K | Hold |
9,213
| – | – | 0.37% | 35 |
|
|
2023
Q2 | $898K | Hold |
9,213
| – | – | 0.37% | 34 |
|
|
2023
Q1 | $896K | Hold |
9,213
| – | – | 0.4% | 36 |
|
|
2022
Q4 | $932K | Hold |
9,213
| – | – | 0.43% | 35 |
|
|
2022
Q3 | $764K | Buy |
+9,213
| New | +$764K | 0.38% | 32 |
|