Evolution Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Hold |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $30K | Buy |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $8K | Sell |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $22K | Buy |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $18K | Buy |
|