HWA
HCR Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
6,335
-10
| -0.2% | -$1.82K | 0.14% | 96 |
|
|
2025
Q1 | $1.01M | Buy |
6,345
+4
| +0.1% | +$635 | 0.13% | 98 |
|
|
2024
Q4 | $763K | Buy |
6,341
+16
| +0.3% | +$1.93K | 0.1% | 114 |
|
|
2024
Q3 | $768K | Buy |
6,325
+7
| +0.1% | +$850 | 0.1% | 112 |
|
|
2024
Q2 | $640K | Sell |
6,318
-140
| -2% | -$14.2K | 0.09% | 118 |
|
|
2024
Q1 | $592K | Sell |
6,458
-138
| -2% | -$12.6K | 0.09% | 121 |
|
|
2023
Q4 | $621K | Buy |
6,596
+1,688
| +34% | +$159K | 0.1% | 109 |
|
|
2023
Q3 | $454K | Sell |
4,908
-28
| -0.6% | -$2.59K | 0.1% | 108 |
|
|
2023
Q2 | $482K | Buy |
4,936
+59
| +1% | +$5.76K | 0.09% | 114 |
|
|
2023
Q1 | $480K | Buy |
4,877
+37
| +0.8% | +$3.64K | 0.1% | 114 |
|
|
2022
Q4 | $495K | Buy |
4,840
+620
| +15% | +$63.4K | 0.1% | 109 |
|
|
2022
Q3 | $356K | Buy |
4,220
+5
| +0.1% | +$422 | 0.08% | 128 |
|
|
2022
Q2 | $421K | Buy |
4,215
+8
| +0.2% | +$799 | 0.08% | 121 |
|
|
2022
Q1 | $395K | Sell |
4,207
-15
| -0.4% | -$1.41K | 0.06% | 140 |
|
|
2021
Q4 | $401K | Sell |
4,222
-307
| -7% | -$29.2K | 0.06% | 150 |
|
|
2021
Q3 | $429K | Buy |
4,529
+4
| +0.1% | +$379 | 0.07% | 147 |
|
|
2021
Q2 | $448K | Buy |
4,525
+3
| +0.1% | +$297 | 0.08% | 136 |
|
|
2021
Q1 | $401K | Sell |
4,522
-676
| -13% | -$59.9K | 0.08% | 138 |
|
|
2020
Q4 | $430K | Buy |
5,198
+23
| +0.4% | +$1.9K | 0.09% | 128 |
|
|
2020
Q3 | $388K | Buy |
5,175
+12
| +0.2% | +$900 | 0.09% | 118 |
|
|
2020
Q2 | $361K | Sell |
5,163
-65
| -1% | -$4.55K | 0.08% | 114 |
|
|
2020
Q1 | $381K | Sell |
5,228
-30
| -0.6% | -$2.19K | 0.11% | 102 |
|
|
2019
Q4 | $447K | Buy |
5,258
+54
| +1% | +$4.59K | 0.11% | 107 |
|
|
2019
Q3 | $395K | Sell |
5,204
-182
| -3% | -$13.8K | 0.13% | 106 |
|
|
2019
Q2 | $423K | Buy |
5,386
+207
| +4% | +$16.3K | 0.12% | 110 |
|
|
2019
Q1 | $451K | Sell |
5,179
-736
| -12% | -$64.1K | 0.13% | 110 |
|
|
2018
Q4 | $395K | Sell |
5,915
-1,650
| -22% | -$110K | 0.13% | 114 |
|
|
2018
Q3 | $663K | Sell |
7,565
-88
| -1% | -$7.71K | 0.22% | 89 |
|
|
2018
Q2 | $621K | Sell |
7,653
-389
| -5% | -$31.6K | 0.2% | 95 |
|
|
2018
Q1 | $799K | Sell |
8,042
-491
| -6% | -$48.8K | 0.28% | 85 |
|
|
2017
Q4 | $902K | Buy |
8,533
+4
| +0% | +$423 | 0.32% | 73 |
|
|
2017
Q3 | $947K | Buy |
8,529
+3
| +0% | +$333 | 0.4% | 64 |
|
|
2017
Q2 | $1M | Sell |
8,526
-24
| -0.3% | -$2.82K | 0.49% | 52 |
|
|
2017
Q1 | $965K | Sell |
8,550
-67
| -0.8% | -$7.56K | 0.49% | 49 |
|
|
2016
Q4 | $788K | Buy |
+8,617
| New | +$788K | 0.42% | 58 |
|