Icon Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
18,366
+7,216
| +65% | +$1.31M | 0.24% | 74 |
|
|
2025
Q1 | $1.77M | Sell |
11,150
-1,116
| -9% | -$177K | 0.15% | 113 |
|
|
2024
Q4 | $1.48M | Sell |
12,266
-876
| -7% | -$105K | 0.12% | 124 |
|
|
2024
Q3 | $1.6M | Sell |
13,142
-134
| -1% | -$16.3K | 0.13% | 110 |
|
|
2024
Q2 | $1.53M | Buy |
13,276
+1,588
| +14% | +$183K | 0.14% | 112 |
|
|
2024
Q1 | $1.07M | Sell |
11,688
-353
| -3% | -$32.3K | 0.1% | 139 |
|
|
2023
Q4 | $1.13M | Buy |
+12,041
| New | +$1.13M | 0.12% | 117 |
|
|
2022
Q4 | $1.59M | Sell |
15,696
-492
| -3% | -$49.8K | 0.18% | 113 |
|
|
2022
Q3 | $1.34M | Buy |
+16,188
| New | +$1.34M | 0.16% | 110 |
|