FMWA
Forvis Mazars Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
12,755
+354
| +3% | +$64.5K | 0.05% | 143 |
|
|
2025
Q1 | $1.97M | Buy |
12,401
+4,038
| +48% | +$641K | 0.05% | 151 |
|
|
2024
Q4 | $1.01M | Sell |
8,363
-175
| -2% | -$21.1K | 0.02% | 218 |
|
|
2024
Q3 | $1.04M | Sell |
8,538
-5,093
| -37% | -$618K | 0.02% | 226 |
|
|
2024
Q2 | $1.38M | Buy |
13,631
+2,051
| +18% | +$208K | 0.03% | 186 |
|
|
2024
Q1 | $1.06M | Buy |
11,580
+2,407
| +26% | +$221K | 0.03% | 209 |
|
|
2023
Q4 | $863K | Sell |
9,173
-519
| -5% | -$48.8K | 0.02% | 216 |
|
|
2023
Q3 | $897K | Sell |
9,692
-265
| -3% | -$24.5K | 0.03% | 213 |
|
|
2023
Q2 | $972K | Sell |
9,957
-300
| -3% | -$29.3K | 0.03% | 219 |
|
|
2023
Q1 | $997K | Sell |
10,257
-98
| -0.9% | -$9.53K | 0.03% | 207 |
|
|
2022
Q4 | $1.05M | Buy |
10,355
+100
| +1% | +$10.1K | 0.04% | 196 |
|
|
2022
Q3 | $851K | Sell |
10,255
-641
| -6% | -$53.2K | 0.03% | 207 |
|
|
2022
Q2 | $1.08M | Buy |
10,896
+1,426
| +15% | +$141K | 0.04% | 179 |
|
|
2022
Q1 | $890K | Buy |
9,470
+570
| +6% | +$53.6K | 0.04% | 150 |
|
|
2021
Q4 | $846K | Sell |
8,900
-210
| -2% | -$20K | 0.04% | 148 |
|
|
2021
Q3 | $864K | Buy |
9,110
+2,627
| +41% | +$249K | 0.04% | 140 |
|
|
2021
Q2 | $643K | Sell |
6,483
-803
| -11% | -$79.6K | 0.03% | 155 |
|
|
2021
Q1 | $647K | Sell |
7,286
-2,704
| -27% | -$240K | 0.03% | 151 |
|
|
2020
Q4 | $827K | Sell |
9,990
-234
| -2% | -$19.4K | 0.04% | 164 |
|
|
2020
Q3 | $767K | Sell |
10,224
-72
| -0.7% | -$5.4K | 0.04% | 158 |
|
|
2020
Q2 | $721K | Buy |
10,296
+530
| +5% | +$37.1K | 0.05% | 157 |
|
|
2020
Q1 | $713K | Buy |
9,766
+288
| +3% | +$21K | 0.06% | 140 |
|
|
2019
Q4 | $806K | Buy |
9,478
+1,060
| +13% | +$90.1K | 0.06% | 136 |
|
|
2019
Q3 | $639K | Buy |
8,418
+177
| +2% | +$13.4K | 0.05% | 138 |
|
|
2019
Q2 | $647K | Sell |
8,241
-5,088
| -38% | -$399K | 0.05% | 137 |
|
|
2019
Q1 | $1.18M | Buy |
13,329
+4,966
| +59% | +$439K | 0.1% | 104 |
|
|
2018
Q4 | $558K | Sell |
8,363
-904
| -10% | -$60.3K | 0.06% | 127 |
|
|
2018
Q3 | $756K | Sell |
9,267
-3,907
| -30% | -$319K | 0.07% | 118 |
|
|
2018
Q2 | $1.06M | Buy |
13,174
+625
| +5% | +$50.5K | 0.1% | 99 |
|
|
2018
Q1 | $1.25M | Sell |
12,549
-440
| -3% | -$43.7K | 0.13% | 89 |
|
|
2017
Q4 | $1.37M | Sell |
12,989
-121
| -0.9% | -$12.8K | 0.14% | 86 |
|
|
2017
Q3 | $1.46M | Buy |
13,110
+2,791
| +27% | +$310K | 0.16% | 75 |
|
|
2017
Q2 | $1.21M | Buy |
10,319
+1,219
| +13% | +$143K | 0.14% | 84 |
|
|
2017
Q1 | $1.03M | Buy |
9,100
+600
| +7% | +$67.7K | 0.13% | 82 |
|
|
2016
Q4 | $778K | Sell |
8,500
-141
| -2% | -$12.9K | 0.1% | 92 |
|
|
2016
Q3 | $840K | Buy |
8,641
+579
| +7% | +$56.3K | 0.12% | 83 |
|
|
2016
Q2 | $820K | Sell |
8,062
-259
| -3% | -$26.3K | 0.12% | 83 |
|
|
2016
Q1 | $816K | Sell |
8,321
-442
| -5% | -$43.3K | 0.13% | 84 |
|
|
2015
Q4 | $770K | Sell |
8,763
-431
| -5% | -$37.9K | 0.12% | 84 |
|
|
2015
Q3 | $729K | Buy |
9,194
+439
| +5% | +$34.8K | 0.13% | 80 |
|
|
2015
Q2 | $702K | Buy |
8,755
+56
| +0.6% | +$4.49K | 0.11% | 88 |
|
|
2015
Q1 | $655K | Buy |
8,699
+709
| +9% | +$53.4K | 0.09% | 93 |
|
|
2014
Q4 | $651K | Buy |
7,990
+62
| +0.8% | +$5.05K | 0.11% | 86 |
|
|
2014
Q3 | $661K | Sell |
7,928
-272
| -3% | -$22.7K | 0.11% | 80 |
|
|
2014
Q2 | $691K | Sell |
8,200
-4,865
| -37% | -$410K | 0.12% | 79 |
|
|
2014
Q1 | $1.07M | Sell |
13,065
-2,052
| -14% | -$168K | 0.19% | 74 |
|
|
2013
Q4 | $1.32M | Buy |
15,117
+112
| +0.7% | +$9.76K | 0.24% | 62 |
|
|
2013
Q3 | $1.3M | Sell |
15,005
-3,018
| -17% | -$261K | 0.27% | 62 |
|
|
2013
Q2 | $1.56M | Buy |
+18,023
| New | +$1.56M | 1.24% | 32 |
|