ECA
Elevated Capital Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Hold |
11,360
| – | – | 0.51% | 47 |
|
|
2025
Q1 | $1.8M | Sell |
11,360
-891
| -7% | -$141K | 0.51% | 47 |
|
|
2024
Q4 | $1.47M | Buy |
12,251
+33
| +0.3% | +$3.97K | 0.4% | 52 |
|
|
2024
Q3 | $1.48M | Buy |
12,218
+706
| +6% | +$85.7K | 0.39% | 58 |
|
|
2024
Q2 | $1.17M | Sell |
11,512
-5,108
| -31% | -$518K | 0.33% | 74 |
|
|
2024
Q1 | $1.52M | Buy |
16,620
+894
| +6% | +$81.9K | 0.44% | 70 |
|
|
2023
Q4 | $1.48M | Sell |
15,726
-505
| -3% | -$47.5K | 0.46% | 74 |
|
|
2023
Q3 | $1.5M | Sell |
16,231
-785
| -5% | -$72.7K | 0.51% | 68 |
|
|
2023
Q2 | $1.66M | Buy |
17,016
+471
| +3% | +$46K | 0.55% | 67 |
|
|
2023
Q1 | $1.61M | Buy |
16,545
+73
| +0.4% | +$7.1K | 0.58% | 61 |
|
|
2022
Q4 | $1.67M | Buy |
16,472
+797
| +5% | +$80.7K | 0.64% | 51 |
|
|
2022
Q3 | $1.3M | Buy |
+15,675
| New | +$1.3M | 0.51% | 69 |
|
|
2022
Q1 | $1.24M | Buy |
+13,179
| New | +$1.24M | 0.41% | 87 |
|
|
2021
Q3 | $1.06M | Buy |
+11,188
| New | +$1.06M | 0.37% | 83 |
|
|
2021
Q1 | $1.01M | Sell |
10,786
-93
| -0.9% | -$8.74K | 0.39% | 85 |
|
|
2020
Q4 | $901K | Sell |
10,879
-881
| -7% | -$73K | 0.39% | 79 |
|
|
2020
Q3 | $879K | Sell |
11,760
-399
| -3% | -$29.8K | 0.41% | 84 |
|
|
2020
Q2 | $972K | Buy |
+12,159
| New | +$972K | 0.46% | 77 |
|
|
2019
Q4 | $516K | Buy |
+6,063
| New | +$516K | 0.57% | 51 |
|
|
2019
Q1 | $958K | Buy |
+12,695
| New | +$958K | 0.63% | 46 |
|