IWA
IBEX Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
+29,530
| New | +$5.38M | 0.57% | 63 |
|
|
2024
Q3 | – | Sell |
-244
| Closed | -$24.7K | – | 228 |
|
|
2024
Q2 | $24.7K | Buy |
+244
| New | +$24.7K | ﹤0.01% | 183 |
|
|
2021
Q4 | – | Sell |
-244
| Closed | -$23K | – | 372 |
|
|
2021
Q3 | $23K | Buy |
+244
| New | +$23K | ﹤0.01% | 314 |
|
|
2017
Q1 | – | Sell |
-638
| Closed | -$60K | – | 302 |
|
|
2016
Q4 | $60K | Buy |
+638
| New | +$60K | 0.03% | 168 |
|