Heritage Wealth Management (Arizona)’s Philip Morris PM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$446K	Sell	4,401 -40	-0.9%	-$3.91K	0.25%	84
2024 Q1	$407K	Buy	+4,441	New	+$410K	0.21%	101
2022 Q4	$81.6K	Buy	806 +521	+183%	+$49.2K	0.01%	438
2022 Q3	$24K	Buy	285 +82	+40%	+$7.82K	0.01%	503
2022 Q2	$20K	Sell	203 -2,450	-92%	-$250K	0.01%	544
2022 Q1	$249K	Buy	+2,653	New	+$265K	0.07%	230
2021 Q3	$251K	Buy	2,653 +55	+2%	+$5.53K	0.09%	177
2021 Q2	$257K	Buy	+2,598	New	+$249K	0.1%	181

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Philip Morris (PM) stake by 0.9% in Q2 2024, selling an estimated $3.91K and leaving 4,401 shares worth $446K. The position accounts for 0.25% of the portfolio, ranked #84.

Heritage Wealth Management (Arizona) first reported a position in PM in Q2 2021 and has held it in 8 quarters since. 2,219 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Heritage Wealth Management (Arizona) held 4,401 shares of Philip Morris worth $446K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 40 Philip Morris shares in Q2 2024, an estimated $3.91K.
Philip Morris made up 0.25% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #84 holding.
Heritage Wealth Management (Arizona) first reported a position in Philip Morris in Q2 2021 and has held it in 8 quarters since.
2,219 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.