FAS Wealth Partners’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 | $224K | Buy |
+1,230
| New | +$224K | 0.02% | 294 |
|
|
2019
Q4 | – | Sell |
-3,623
| Closed | -$275K | – | 295 |
|
|
2019
Q3 | $275K | Buy |
3,623
+73
| +2% | +$5.54K | 0.05% | 171 |
|
|
2019
Q2 | $279K | Buy |
3,550
+12
| +0.3% | +$943 | 0.05% | 170 |
|
|
2019
Q1 | $313K | Sell |
3,538
-86
| -2% | -$7.61K | 0.06% | 163 |
|
|
2018
Q4 | $242K | Sell |
3,624
-759
| -17% | -$50.7K | 0.06% | 170 |
|
|
2018
Q3 | $357K | Sell |
4,383
-234
| -5% | -$19.1K | 0.08% | 140 |
|
|
2018
Q2 | $373K | Sell |
4,617
-993
| -18% | -$80.2K | 0.1% | 131 |
|
|
2018
Q1 | $558K | Sell |
5,610
-528
| -9% | -$52.5K | 0.16% | 98 |
|
|
2017
Q4 | $649K | Buy |
6,138
+657
| +12% | +$69.5K | 0.17% | 84 |
|
|
2017
Q3 | $608K | Buy |
5,481
+10
| +0.2% | +$1.11K | 0.17% | 85 |
|
|
2017
Q2 | $643K | Buy |
5,471
+11
| +0.2% | +$1.29K | 0.19% | 77 |
|
|
2017
Q1 | $616K | Buy |
5,460
+35
| +0.6% | +$3.95K | 0.19% | 78 |
|
|
2016
Q4 | $496K | Sell |
5,425
-587
| -10% | -$53.7K | 0.15% | 91 |
|
|
2016
Q3 | $585K | Buy |
6,012
+19
| +0.3% | +$1.85K | 0.19% | 71 |
|
|
2016
Q2 | $610K | Sell |
5,993
-524
| -8% | -$53.3K | 0.23% | 57 |
|
|
2016
Q1 | $639K | Sell |
6,517
-347
| -5% | -$34K | 0.33% | 34 |
|
|
2015
Q4 | $603K | Buy |
6,864
+511
| +8% | +$44.9K | 0.3% | 48 |
|
|
2015
Q3 | $504K | Buy |
6,353
+1,855
| +41% | +$147K | 0.29% | 44 |
|
|
2015
Q2 | $361K | Buy |
4,498
+690
| +18% | +$55.4K | 0.18% | 65 |
|
|
2015
Q1 | $287K | Buy |
3,808
+275
| +8% | +$20.7K | 0.15% | 73 |
|
|
2014
Q4 | $288K | Buy |
3,533
+5
| +0.1% | +$408 | 0.15% | 69 |
|
|
2014
Q3 | $294K | Sell |
3,528
-339
| -9% | -$28.3K | 0.17% | 67 |
|
|
2014
Q2 | $326K | Buy |
3,867
+441
| +13% | +$37.2K | 0.19% | 59 |
|
|
2014
Q1 | $280K | Sell |
3,426
-174
| -5% | -$14.2K | 0.19% | 65 |
|
|
2013
Q4 | $314K | Buy |
+3,600
| New | +$314K | 0.19% | 61 |
|