FCA
Fortis Capital Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
2,540
+189
| +8% | +$34.4K | 0.08% | 161 |
|
|
2025
Q1 | $373K | Buy |
2,351
+629
| +37% | +$99.8K | 0.08% | 186 |
|
|
2024
Q4 | $212K | Sell |
1,722
-224
| -12% | -$27.6K | 0.07% | 169 |
|
|
2024
Q3 | $236K | Buy |
+1,946
| New | +$236K | 0.08% | 158 |
|
|
2023
Q4 | – | Sell |
-3,696
| Closed | -$342K | – | 125 |
|
|
2023
Q3 | $342K | Sell |
3,696
-721
| -16% | -$66.8K | 0.22% | 65 |
|
|
2023
Q2 | $431K | Sell |
4,417
-1,536
| -26% | -$150K | 0.25% | 53 |
|
|
2023
Q1 | $579K | Sell |
5,953
-441
| -7% | -$42.9K | 0.31% | 47 |
|
|
2022
Q4 | $647K | Buy |
+6,394
| New | +$647K | 0.38% | 38 |
|