EverSource Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
11,681
+2,935
| +34% | +$535K | 0.1% | 156 |
|
|
2025
Q1 | $1.39M | Buy |
8,746
+1,713
| +24% | +$272K | 0.08% | 194 |
|
|
2024
Q4 | $846K | Sell |
7,033
-154
| -2% | -$18.5K | 0.05% | 268 |
|
|
2024
Q3 | $872K | Buy |
7,187
+341
| +5% | +$41.4K | 0.06% | 237 |
|
|
2024
Q2 | $788K | Buy |
6,846
+1,333
| +24% | +$154K | 0.05% | 247 |
|
|
2024
Q1 | $523K | Buy |
5,513
+390
| +8% | +$37K | 0.04% | 260 |
|
|
2023
Q4 | $482K | Buy |
5,123
+268
| +6% | +$25.2K | 0.04% | 249 |
|
|
2023
Q3 | $450K | Sell |
4,855
-220
| -4% | -$20.4K | 0.05% | 243 |
|
|
2023
Q2 | $495K | Sell |
5,075
-478
| -9% | -$46.7K | 0.05% | 230 |
|
|
2023
Q1 | $540K | Sell |
5,553
-320
| -5% | -$31.1K | 0.07% | 209 |
|
|
2022
Q4 | $594K | Sell |
5,873
-438
| -7% | -$44.3K | 0.09% | 178 |
|
|
2022
Q3 | $524K | Buy |
6,311
+589
| +10% | +$48.9K | 0.12% | 166 |
|
|
2022
Q2 | $565K | Buy |
5,722
+1,914
| +50% | +$189K | 0.15% | 131 |
|
|
2022
Q1 | $358K | Buy |
3,808
+3,092
| +432% | +$291K | 0.09% | 187 |
|
|
2021
Q4 | $68K | Buy |
+716
| New | +$68K | 0.02% | 367 |
|