FVWA
Foster Victor Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
96,913
+506
| +0.5% | +$90.1K | 1.17% | 24 |
|
|
2025
Q1 | $14.8M | Sell |
96,407
-21,066
| -18% | -$3.24M | 1.19% | 25 |
|
|
2024
Q4 | $14.3M | Sell |
117,473
-29,921
| -20% | -$3.64M | 1.09% | 33 |
|
|
2024
Q3 | $17.7M | Sell |
147,394
-6,681
| -4% | -$803K | 1.42% | 16 |
|
|
2024
Q2 | $16.3M | Buy |
154,075
+958
| +0.6% | +$102K | 1.37% | 19 |
|
|
2024
Q1 | $13.7M | Buy |
153,117
+13,987
| +10% | +$1.25M | 1.25% | 33 |
|
|
2023
Q4 | $13.4M | Buy |
139,130
+43,857
| +46% | +$4.22M | 1.37% | 24 |
|
|
2023
Q3 | $8.78M | Buy |
95,273
+48,345
| +103% | +$4.46M | 1.02% | 50 |
|
|
2023
Q2 | $4.57M | Buy |
46,928
+2,896
| +7% | +$282K | 0.51% | 70 |
|
|
2023
Q1 | $4.29M | Buy |
44,032
+2,519
| +6% | +$246K | 0.52% | 73 |
|
|
2022
Q4 | $4.3M | Buy |
41,513
+2,713
| +7% | +$281K | 0.55% | 68 |
|
|
2022
Q3 | $3.32M | Buy |
38,800
+2,838
| +8% | +$243K | 0.48% | 71 |
|
|
2022
Q2 | $3.42M | Buy |
35,962
+2,256
| +7% | +$214K | 0.51% | 69 |
|
|
2022
Q1 | $3.34M | Buy |
33,706
+3,717
| +12% | +$368K | 0.46% | 70 |
|
|
2021
Q4 | $3.04M | Buy |
29,989
+2,594
| +9% | +$263K | 0.41% | 71 |
|
|
2021
Q3 | $2.6M | Buy |
27,395
+1,697
| +7% | +$161K | 0.42% | 70 |
|
|
2021
Q2 | $2.55M | Buy |
25,698
+2,301
| +10% | +$228K | 0.43% | 72 |
|
|
2021
Q1 | $2.12M | Buy |
23,397
+2,581
| +12% | +$234K | 0.4% | 72 |
|
|
2020
Q4 | $1.72M | Buy |
20,816
+1,385
| +7% | +$115K | 0.39% | 62 |
|
|
2020
Q3 | $1.46M | Buy |
19,431
+1,305
| +7% | +$97.9K | 0.4% | 61 |
|
|
2020
Q2 | $1.27M | Buy |
18,126
+946
| +6% | +$66.3K | 0.42% | 55 |
|
|
2020
Q1 | $1.24M | Buy |
17,180
+3,731
| +28% | +$270K | 0.55% | 51 |
|
|
2019
Q4 | $1.18M | Buy |
13,449
+894
| +7% | +$78.7K | 0.51% | 52 |
|
|
2019
Q3 | $969K | Buy |
12,555
+4,367
| +53% | +$337K | 0.54% | 46 |
|
|
2019
Q2 | $652K | Sell |
8,188
-2,411
| -23% | -$192K | 0.48% | 45 |
|
|
2019
Q1 | $937K | Buy |
10,599
+1,256
| +13% | +$111K | 0.73% | 22 |
|
|
2018
Q4 | $624K | Buy |
+9,343
| New | +$624K | 0.59% | 24 |
|