Garrett Wealth Advisory Group’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
$565K Buy
3,104
+66
+2% +$12K 0.12% 60
2025
Q1
$482K Sell
3,038
-41
-1% -$6.51K 0.11% 59
2024
Q4
$371K Sell
3,079
-71
-2% -$8.54K 0.08% 70
2024
Q3
$382K Buy
+3,150
New +$382K 0.09% 67
2019
Q4
Sell
-1,989
Closed -$151K 495
2019
Q3
$151K Buy
+1,989
New +$151K 0.11% 63