Guardian Wealth Advisors (North Carolina)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
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|
2025
Q1 | $731K | Buy |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $491K | Sell |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $245K | Buy |
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