Evolution 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 | $376K | Sell |
2,062
-77
| -4% | -$14K | 0.06% | 116 |
|
|
2025
Q1 | $340K | Sell |
2,139
-150
| -7% | -$23.8K | 0.06% | 112 |
|
|
2024
Q4 | $275K | Buy |
+2,289
| New | +$275K | 0.05% | 118 |
|
|
2021
Q4 | – | Sell |
-593
| Closed | -$56K | – | 507 |
|
|
2021
Q3 | $56K | Buy |
593
+286
| +93% | +$27K | 0.01% | 197 |
|
|
2021
Q2 | $30K | Buy |
307
+197
| +179% | +$19.3K | 0.01% | 254 |
|
|
2021
Q1 | $10K | Buy |
110
+19
| +21% | +$1.73K | ﹤0.01% | 417 |
|
|
2020
Q4 | $8K | Sell |
91
-669
| -88% | -$58.8K | ﹤0.01% | 380 |
|
|
2020
Q3 | $57K | Buy |
760
+580
| +322% | +$43.5K | 0.02% | 173 |
|
|
2020
Q2 | $13K | Buy |
180
+91
| +102% | +$6.57K | ﹤0.01% | 255 |
|
|
2020
Q1 | $7K | Sell |
89
-165
| -65% | -$13K | ﹤0.01% | 230 |
|
|
2019
Q4 | $22K | Buy |
254
+198
| +354% | +$17.2K | 0.01% | 217 |
|
|
2019
Q3 | $4K | Sell |
56
-175
| -76% | -$12.5K | ﹤0.01% | 325 |
|
|
2019
Q2 | $18K | Buy |
+231
| New | +$18K | 0.01% | 136 |
|