HNWAG
High Net Worth Advisory Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
7,926
| – | – | 0.38% | 58 |
|
|
2025
Q1 | $1.26M | Hold |
7,926
| – | – | 0.36% | 67 |
|
|
2024
Q4 | $954K | Hold |
7,926
| – | – | 0.27% | 85 |
|
|
2024
Q3 | $962K | Hold |
7,926
| – | – | 0.26% | 87 |
|
|
2024
Q2 | $803K | Hold |
7,926
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $726K | Buy |
7,926
+462
| +6% | +$42.3K | 0.23% | 95 |
|
|
2023
Q4 | $702K | Hold |
7,464
| – | – | 0.26% | 89 |
|
|
2023
Q3 | $691K | Hold |
7,464
| – | – | 0.28% | 86 |
|
|
2023
Q2 | $729K | Buy |
7,464
+38
| +0.5% | +$3.71K | 0.28% | 85 |
|
|
2023
Q1 | $722K | Hold |
7,426
| – | – | 0.29% | 87 |
|
|
2022
Q4 | $752K | Hold |
7,426
| – | – | 0.29% | 84 |
|
|
2022
Q3 | $616K | Buy |
7,426
+500
| +7% | +$41.5K | 0.26% | 88 |
|
|
2022
Q2 | $684K | Hold |
6,926
| – | – | 0.28% | 85 |
|
|
2022
Q1 | $651K | Buy |
6,926
+1,000
| +17% | +$94K | 0.24% | 89 |
|
|
2021
Q4 | $563K | Buy |
+5,926
| New | +$563K | 0.2% | 102 |
|