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 |
|