Guardian Wealth Advisors (North Carolina)’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 | $828K | Sell |
4,547
-61
| -1% | -$11.1K | 0.06% | 161 |
|
|
2025
Q1 | $731K | Buy |
4,608
+379
| +9% | +$60.2K | 0.06% | 156 |
|
|
2024
Q4 | $509K | Buy |
4,229
+1,209
| +40% | +$146K | 0.04% | 188 |
|
|
2024
Q3 | $367K | Sell |
3,020
-20
| -0.7% | -$2.43K | 0.04% | 194 |
|
|
2024
Q2 | $308K | Sell |
3,040
-1,791
| -37% | -$181K | 0.04% | 199 |
|
|
2024
Q1 | $443K | Buy |
4,831
+1,033
| +27% | +$94.6K | 0.05% | 173 |
|
|
2023
Q4 | $357K | Sell |
3,798
-1,485
| -28% | -$140K | 0.05% | 173 |
|
|
2023
Q3 | $496K | Sell |
5,283
-12
| -0.2% | -$1.13K | 0.08% | 123 |
|
|
2023
Q2 | $524K | Buy |
5,295
+311
| +6% | +$30.8K | 0.09% | 117 |
|
|
2023
Q1 | $491K | Sell |
4,984
-125
| -2% | -$12.3K | 0.09% | 119 |
|
|
2022
Q4 | $524K | Hold |
5,109
| – | – | 0.1% | 106 |
|
|
2022
Q3 | $431K | Buy |
5,109
+1,349
| +36% | +$114K | 0.08% | 118 |
|
|
2022
Q2 | $376K | Buy |
3,760
+1,190
| +46% | +$119K | 0.07% | 125 |
|
|
2022
Q1 | $245K | Buy |
+2,570
| New | +$245K | 0.11% | 143 |
|