FWA
FSM Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
4,304
+667
| +18% | +$121K | 0.13% | 105 |
|
|
2025
Q1 | $577K | Buy |
3,637
+150
| +4% | +$23.8K | 0.13% | 97 |
|
|
2024
Q4 | $418K | Buy |
3,487
+217
| +7% | +$26K | 0.1% | 112 |
|
|
2024
Q3 | $397K | Buy |
3,270
+242
| +8% | +$29.4K | 0.11% | 112 |
|
|
2024
Q2 | $307K | Buy |
3,028
+21
| +0.7% | +$2.13K | 0.1% | 114 |
|
|
2024
Q1 | $275K | Sell |
3,007
-94
| -3% | -$8.61K | 0.1% | 128 |
|
|
2023
Q4 | $292K | Sell |
3,101
-65
| -2% | -$6.12K | 0.12% | 117 |
|
|
2023
Q3 | $293K | Buy |
3,166
+212
| +7% | +$19.6K | 0.15% | 112 |
|
|
2023
Q2 | $291K | Buy |
2,954
+808
| +38% | +$79.7K | 0.15% | 123 |
|
|
2023
Q1 | $209K | Buy |
2,146
+40
| +2% | +$3.89K | 0.12% | 149 |
|
|
2022
Q4 | $213K | Buy |
+2,106
| New | +$213K | 0.15% | 131 |
|