HWA
Heartwood Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
3,358
+469
| +16% | +$85.4K | 0.06% | 101 |
|
|
2025
Q1 | $459K | Hold |
2,889
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $348K | Hold |
2,889
| – | – | 0.04% | 122 |
|
|
2024
Q3 | $351K | Hold |
2,889
| – | – | 0.04% | 121 |
|
|
2024
Q2 | $293K | Buy |
+2,889
| New | +$293K | 0.04% | 135 |
|