DSA
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Droms Strauss Advisors’s Philip Morris PM Stock Holding History

Droms Strauss Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,532
Closed -$545K – 72
2024
Q4 		$545K Sell
4,532
-2,266
-33% -$286K 0.18% 45
2024
Q3 		$825K Hold
6,798
– – 0.29% 36
2024
Q2 		$689K Sell
6,798
-2,266
-25% -$222K 0.25% 38
2024
Q1 		$830K Sell
9,064
-149
-2% -$13.7K 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 +$879K 0.38% 32

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return