FPAS
Focus Partners Advisor Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
30,279
+1,307
| +5% | +$238K | 0.07% | 134 |
|
|
2025
Q1 | $4.6M | Buy |
28,972
+3,645
| +14% | +$579K | 0.07% | 141 |
|
|
2024
Q4 | $3.05M | Buy |
25,327
+1,901
| +8% | +$229K | 0.05% | 167 |
|
|
2024
Q3 | $2.84M | Buy |
23,426
+1,375
| +6% | +$167K | 0.06% | 153 |
|
|
2024
Q2 | $2.23M | Sell |
22,051
-3,785
| -15% | -$384K | 0.06% | 161 |
|
|
2024
Q1 | $2.37M | Buy |
25,836
+21,469
| +492% | +$1.97M | 0.07% | 143 |
|
|
2023
Q4 | $411K | Sell |
4,367
-13,851
| -76% | -$1.3M | 0.02% | 279 |
|
|
2023
Q3 | $1.69M | Buy |
18,218
+12,932
| +245% | +$1.2M | 0.08% | 118 |
|
|
2023
Q2 | $516K | Sell |
5,286
-3,001
| -36% | -$293K | 0.03% | 211 |
|
|
2023
Q1 | $806K | Buy |
8,287
+3,356
| +68% | +$326K | 0.05% | 145 |
|
|
2022
Q4 | $499K | Sell |
4,931
-1,482
| -23% | -$150K | 0.04% | 190 |
|
|
2022
Q3 | $532K | Buy |
6,413
+947
| +17% | +$78.6K | 0.03% | 220 |
|
|
2022
Q2 | $540K | Buy |
5,466
+1,404
| +35% | +$139K | 0.05% | 179 |
|
|
2022
Q1 | $382K | Buy |
+4,062
| New | +$382K | 0.04% | 207 |
|