Financial Synergies 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 | $204K | Buy |
+1,122
| New | +$204K | 0.02% | 89 |
|
|
2024
Q2 | – | Sell |
-799
| Closed | -$73.2K | – | 358 |
|
|
2024
Q1 | $73.2K | Buy |
799
+586
| +275% | +$53.7K | 0.01% | 109 |
|
|
2023
Q4 | $21.6K | Sell |
213
-579
| -73% | -$58.6K | ﹤0.01% | 135 |
|
|
2023
Q3 | $73.4K | Buy |
792
+202
| +34% | +$18.7K | 0.01% | 95 |
|
|
2023
Q2 | $57.6K | Sell |
590
-95
| -14% | -$9.27K | 0.01% | 104 |
|
|
2023
Q1 | $66.6K | Buy |
685
+472
| +222% | +$45.9K | 0.01% | 100 |
|
|
2022
Q4 | $21.6K | Buy |
+213
| New | +$21.6K | ﹤0.01% | 135 |
|