FSC 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 | – | Sell |
-722
| Closed | -$115K | – | 203 |
|
|
2025
Q1 | $115K | Buy |
722
+4
| +0.6% | +$635 | 0.08% | 78 |
|
|
2024
Q4 | $86.4K | Sell |
718
-2
| -0.3% | -$241 | 0.06% | 90 |
|
|
2024
Q3 | $87.4K | Buy |
720
+5
| +0.7% | +$607 | 0.06% | 87 |
|
|
2024
Q2 | $72.5K | Hold |
715
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $65.5K | Sell |
715
-1
| -0.1% | -$92 | 0.05% | 84 |
|
|
2023
Q4 | $67.4K | Hold |
716
| – | – | 0.05% | 86 |
|
|
2023
Q3 | $66.3K | Buy |
716
+366
| +105% | +$33.9K | 0.07% | 61 |
|
|
2023
Q2 | $34.2K | Hold |
350
| – | – | 0.03% | 93 |
|
|
2023
Q1 | $34K | Buy |
350
+150
| +75% | +$14.6K | 0.05% | 73 |
|
|
2022
Q4 | $20.2K | Hold |
200
| – | – | 0.03% | 84 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | 0.16% | 86 |
|
|
2022
Q2 | $20K | Hold |
200
| – | – | 0.18% | 81 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | 0.02% | 100 |
|
|
2021
Q4 | $19K | Buy |
+200
| New | +$19K | 0.01% | 111 |
|