GWA
Gratus Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Hold |
2,628
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $417K | Hold |
2,628
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $316K | Buy |
2,628
+80
| +3% | +$9.63K | 0.05% | 107 |
|
|
2024
Q3 | $303K | Hold |
2,548
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $273K | Sell |
2,548
-807
| -24% | -$86.4K | 0.05% | 118 |
|
|
2024
Q1 | $306K | Sell |
3,355
-50
| -1% | -$4.56K | 0.06% | 109 |
|
|
2023
Q4 | $320K | Buy |
+3,405
| New | +$320K | 0.06% | 111 |
|