EWA
EP Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.33M | Buy |
51,253
+4,146
| +9% | +$755K | 0.06% | 190 |
|
|
2025
Q1 | $7.48M | Sell |
47,107
-476
| -1% | -$75.6K | 0.06% | 181 |
|
|
2024
Q4 | $5.73M | Buy |
47,583
+3,541
| +8% | +$426K | 0.05% | 200 |
|
|
2024
Q3 | $5.35M | Buy |
44,042
+20,350
| +86% | +$2.47M | 0.05% | 213 |
|
|
2024
Q2 | $2.4M | Buy |
23,692
+946
| +4% | +$95.9K | 0.03% | 253 |
|
|
2024
Q1 | $2.08M | Buy |
22,746
+2,820
| +14% | +$258K | 0.02% | 257 |
|
|
2023
Q4 | $1.87M | Buy |
19,926
+189
| +1% | +$17.8K | 0.02% | 268 |
|
|
2023
Q3 | $1.83M | Sell |
19,737
-417,155
| -95% | -$38.6M | 0.03% | 246 |
|
|
2023
Q2 | $1.94M | Buy |
436,892
+425,264
| +3,657% | +$1.89M | 0.03% | 242 |
|
|
2023
Q1 | $98.3K | Sell |
11,628
-779
| -6% | -$6.58K | ﹤0.01% | 597 |
|
|
2022
Q4 | $1.26M | Buy |
12,407
+523
| +4% | +$52.9K | 0.02% | 254 |
|
|
2022
Q3 | $986K | Sell |
11,884
-40
| -0.3% | -$3.32K | 0.02% | 237 |
|
|
2022
Q2 | $1.18M | Sell |
11,924
-192
| -2% | -$19K | 0.03% | 241 |
|
|
2022
Q1 | $1.14M | Buy |
12,116
+83
| +0.7% | +$7.8K | 0.03% | 255 |
|
|
2021
Q4 | $1.14M | Buy |
12,033
+716
| +6% | +$68K | 0.03% | 243 |
|
|
2021
Q3 | $1.07M | Sell |
11,317
-1,106
| -9% | -$105K | 0.03% | 232 |
|
|
2021
Q2 | $1.23M | Buy |
12,423
+3,356
| +37% | +$333K | 0.03% | 226 |
|
|
2021
Q1 | $805K | Buy |
9,067
+1,100
| +14% | +$97.7K | 0.03% | 257 |
|
|
2020
Q4 | $660K | Sell |
7,967
-276
| -3% | -$22.9K | 0.02% | 231 |
|
|
2020
Q3 | $618K | Sell |
8,243
-652
| -7% | -$48.9K | 0.03% | 208 |
|
|
2020
Q2 | $623K | Sell |
8,895
-2,463
| -22% | -$173K | 0.03% | 222 |
|
|
2020
Q1 | $829K | Buy |
11,358
+455
| +4% | +$33.2K | 0.04% | 192 |
|
|
2019
Q4 | $928K | Buy |
10,903
+1,130
| +12% | +$96.2K | 0.04% | 205 |
|
|
2019
Q3 | $742K | Sell |
9,773
-666
| -6% | -$50.6K | 0.04% | 192 |
|
|
2019
Q2 | $820K | Buy |
10,439
+3,067
| +42% | +$241K | 0.05% | 151 |
|
|
2019
Q1 | $652K | Sell |
7,372
-353
| -5% | -$31.2K | 0.06% | 145 |
|
|
2018
Q4 | $516K | Buy |
7,725
+146
| +2% | +$9.75K | 0.04% | 175 |
|
|
2018
Q3 | $618K | Buy |
7,579
+616
| +9% | +$50.2K | 0.05% | 161 |
|
|
2018
Q2 | $562K | Sell |
6,963
-1,743
| -20% | -$141K | 0.05% | 109 |
|
|
2018
Q1 | $865K | Buy |
8,706
+531
| +6% | +$52.8K | 0.08% | 102 |
|
|
2017
Q4 | $864K | Sell |
8,175
-1,674
| -17% | -$177K | 0.09% | 85 |
|
|
2017
Q3 | $1.09M | Sell |
9,849
-4,214
| -30% | -$468K | 0.13% | 76 |
|
|
2017
Q2 | $1.65M | Buy |
14,063
+5,284
| +60% | +$621K | 0.2% | 72 |
|
|
2017
Q1 | $991K | Sell |
8,779
-395
| -4% | -$44.6K | 0.14% | 59 |
|
|
2016
Q4 | $839K | Sell |
9,174
-3,680
| -29% | -$337K | 0.12% | 62 |
|
|
2016
Q3 | $1.25M | Buy |
12,854
+690
| +6% | +$67.1K | 0.2% | 48 |
|
|
2016
Q2 | $1.24M | Sell |
12,164
-47
| -0.4% | -$4.78K | 0.2% | 52 |
|
|
2016
Q1 | $1.2M | Sell |
12,211
-848
| -6% | -$83.2K | 0.18% | 52 |
|
|
2015
Q4 | $1.15M | Sell |
13,059
-110
| -0.8% | -$9.67K | 0.19% | 65 |
|
|
2015
Q3 | $1.05M | Buy |
13,169
+237
| +2% | +$18.8K | 0.2% | 58 |
|
|
2015
Q2 | $1.04M | Sell |
12,932
-1,096
| -8% | -$87.9K | 0.19% | 47 |
|
|
2015
Q1 | $1.06M | Buy |
14,028
+3,817
| +37% | +$288K | 0.2% | 48 |
|
|
2014
Q4 | $832K | Sell |
10,211
-1,660
| -14% | -$135K | 0.14% | 64 |
|
|
2014
Q3 | $990K | Buy |
11,871
+3,767
| +46% | +$314K | 0.16% | 48 |
|
|
2014
Q2 | $683K | Sell |
8,104
-1,197
| -13% | -$101K | 0.16% | 55 |
|
|
2014
Q1 | $762K | Buy |
9,301
+228
| +3% | +$18.7K | 0.21% | 45 |
|
|
2013
Q4 | $791K | Buy |
9,073
+432
| +5% | +$37.7K | 0.21% | 53 |
|
|
2013
Q3 | $748K | Buy |
8,641
+252
| +3% | +$21.8K | 0.24% | 45 |
|
|
2013
Q2 | $727K | Buy |
+8,389
| New | +$727K | 0.26% | 40 |
|