ERTS Wealth 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 | – | Sell |
-2,174
| Closed | -$345K | – | 73 |
|
|
2025
Q1 | $345K | Sell |
2,174
-266
| -11% | -$42.2K | 0.07% | 62 |
|
|
2024
Q4 | $294K | Sell |
2,440
-355
| -13% | -$42.7K | 0.06% | 69 |
|
|
2024
Q3 | $339K | Sell |
2,795
-407
| -13% | -$49.4K | 0.06% | 67 |
|
|
2024
Q2 | $324K | Sell |
3,202
-45
| -1% | -$4.56K | 0.07% | 69 |
|
|
2024
Q1 | $297K | Sell |
3,247
-59
| -2% | -$5.41K | 0.06% | 73 |
|
|
2023
Q4 | $311K | Buy |
3,306
+318
| +11% | +$29.9K | 0.07% | 66 |
|
|
2023
Q3 | $277K | Sell |
2,988
-57
| -2% | -$5.28K | 0.07% | 65 |
|
|
2023
Q2 | $297K | Buy |
3,045
+111
| +4% | +$10.8K | 0.07% | 72 |
|
|
2023
Q1 | $285K | Sell |
2,934
-565
| -16% | -$54.9K | 0.07% | 76 |
|
|
2022
Q4 | $354K | Sell |
3,499
-92
| -3% | -$9.31K | 0.09% | 70 |
|
|
2022
Q3 | $298K | Buy |
3,591
+40
| +1% | +$3.32K | 0.08% | 66 |
|
|
2022
Q2 | $351K | Sell |
3,551
-31
| -0.9% | -$3.06K | 0.1% | 62 |
|
|
2022
Q1 | $336K | Sell |
3,582
-781
| -18% | -$73.3K | 0.09% | 62 |
|
|
2021
Q4 | $413K | Buy |
4,363
+161
| +4% | +$15.2K | 0.1% | 57 |
|
|
2021
Q3 | $405K | Buy |
4,202
+56
| +1% | +$5.4K | 0.11% | 55 |
|
|
2021
Q2 | $411K | Sell |
4,146
-56
| -1% | -$5.55K | 0.11% | 56 |
|
|
2021
Q1 | $373K | Buy |
4,202
+1,444
| +52% | +$128K | 0.11% | 58 |
|
|
2020
Q4 | $228K | Sell |
2,758
-180
| -6% | -$14.9K | 0.07% | 71 |
|
|
2020
Q3 | $220K | Buy |
2,938
+50
| +2% | +$3.74K | 0.08% | 69 |
|
|
2020
Q2 | $202K | Sell |
2,888
-1,125
| -28% | -$78.7K | 0.08% | 75 |
|
|
2020
Q1 | $293K | Sell |
4,013
-685
| -15% | -$50K | 0.14% | 65 |
|
|
2019
Q4 | $400K | Hold |
4,698
| – | – | 0.18% | 53 |
|
|
2019
Q3 | $357K | Buy |
4,698
+1,138
| +32% | +$86.5K | 0.18% | 55 |
|
|
2019
Q2 | $280K | Hold |
3,560
| – | – | 0.15% | 66 |
|
|
2019
Q1 | $315K | Buy |
3,560
+225
| +7% | +$19.9K | 0.19% | 63 |
|
|
2018
Q4 | $223K | Buy |
+3,335
| New | +$223K | 0.16% | 68 |
|