IAS
IMA Advisory Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84K | Buy |
+10
| New | +$1.84K | ﹤0.01% | 342 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$1K | – | 313 |
|
|
2020
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 285 |
|
|
2019
Q4 | – | Sell |
-1,800
| Closed | -$137K | – | 285 |
|
|
2019
Q3 | $137K | Hold |
1,800
| – | – | 0.05% | 120 |
|
|
2019
Q2 | $141K | Sell |
1,800
-400
| -18% | -$31.3K | 0.05% | 118 |
|
|
2019
Q1 | $194K | Buy |
2,200
+400
| +22% | +$35.3K | 0.08% | 102 |
|
|
2018
Q4 | $120K | Hold |
1,800
| – | – | 0.06% | 124 |
|
|
2018
Q3 | $147K | Sell |
1,800
-51
| -3% | -$4.17K | 0.06% | 119 |
|
|
2018
Q2 | $149K | Buy |
+1,851
| New | +$149K | 0.06% | 122 |
|
|
2017
Q3 | – | Sell |
-1,800
| Closed | -$211K | – | 130 |
|
|
2017
Q2 | $211K | Hold |
1,800
| – | – | 0.1% | 130 |
|
|
2017
Q1 | $203K | Buy |
+1,800
| New | +$203K | 0.1% | 133 |
|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$144K | – | 162 |
|
|
2015
Q2 | $144K | Buy |
+1,800
| New | +$144K | 0.07% | 159 |
|