IAA
Independent Advisor Alliance’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
77,146
-3,183
| -4% | -$580K | 0.41% | 36 |
|
|
2025
Q1 | $12.8M | Buy |
80,329
+3,781
| +5% | +$600K | 0.42% | 38 |
|
|
2024
Q4 | $9.21M | Buy |
76,548
+12,435
| +19% | +$1.5M | 0.12% | 176 |
|
|
2024
Q3 | $7.78M | Sell |
64,113
-1,962
| -3% | -$238K | 0.28% | 66 |
|
|
2024
Q2 | $6.7M | Buy |
66,075
+3,820
| +6% | +$387K | 0.23% | 78 |
|
|
2024
Q1 | $5.7M | Buy |
62,255
+1,811
| +3% | +$166K | 0.21% | 88 |
|
|
2023
Q4 | $5.69M | Buy |
60,444
+2,830
| +5% | +$266K | 0.2% | 86 |
|
|
2023
Q3 | $5.33M | Buy |
57,614
+2,229
| +4% | +$206K | 0.24% | 75 |
|
|
2023
Q2 | $5.41M | Buy |
55,385
+1,448
| +3% | +$141K | 0.24% | 79 |
|
|
2023
Q1 | $5.25M | Buy |
53,937
+377
| +0.7% | +$36.7K | 0.25% | 79 |
|
|
2022
Q4 | $1.29M | Buy |
53,560
+973
| +2% | +$23.4K | 0.44% | 37 |
|
|
2022
Q3 | $4.37M | Buy |
52,587
+15,356
| +41% | +$1.27M | 0.25% | 88 |
|
|
2022
Q2 | $3.68M | Sell |
37,231
-420
| -1% | -$41.5K | 0.21% | 101 |
|
|
2022
Q1 | $3.54M | Buy |
37,651
+2,464
| +7% | +$231K | 0.17% | 117 |
|
|
2021
Q4 | $3.34M | Sell |
35,187
-441
| -1% | -$41.9K | 0.16% | 110 |
|
|
2021
Q3 | $3.38M | Buy |
35,628
+1,518
| +4% | +$144K | 0.19% | 113 |
|
|
2021
Q2 | $3.38M | Buy |
34,110
+757
| +2% | +$75K | 0.19% | 117 |
|
|
2021
Q1 | $2.96M | Sell |
33,353
-1,648
| -5% | -$146K | 0.18% | 119 |
|
|
2020
Q4 | $2.9M | Buy |
35,001
+2,069
| +6% | +$171K | 0.2% | 108 |
|
|
2020
Q3 | $2.47M | Buy |
32,932
+375
| +1% | +$28.1K | 0.19% | 111 |
|
|
2020
Q2 | $2.28M | Sell |
32,557
-7,134
| -18% | -$500K | 0.24% | 88 |
|
|
2020
Q1 | $2.9M | Buy |
39,691
+1,334
| +3% | +$97.3K | 0.42% | 51 |
|
|
2019
Q4 | $3.26M | Sell |
38,357
-112
| -0.3% | -$9.53K | 0.14% | 156 |
|
|
2019
Q3 | $2.94M | Sell |
38,469
-264
| -0.7% | -$20.2K | 0.36% | 62 |
|
|
2019
Q2 | $2.84M | Buy |
38,733
+2,056
| +6% | +$151K | 0.41% | 52 |
|
|
2019
Q1 | $3.24M | Buy |
36,677
+3,394
| +10% | +$300K | 0.46% | 49 |
|
|
2018
Q4 | $2.22M | Sell |
33,283
-401
| -1% | -$26.8K | 0.39% | 57 |
|
|
2018
Q3 | $2.71M | Sell |
33,684
-3,585
| -10% | -$288K | 0.49% | 42 |
|
|
2018
Q2 | $2.92M | Sell |
37,269
-10,349
| -22% | -$809K | 0.61% | 35 |
|
|
2018
Q1 | $4.65M | Sell |
47,618
-2,470
| -5% | -$241K | 1.04% | 18 |
|
|
2017
Q4 | $5.22M | Sell |
50,088
-3,206
| -6% | -$334K | 1.17% | 19 |
|
|
2017
Q3 | $6.04M | Buy |
53,294
+7,064
| +15% | +$801K | 1.66% | 13 |
|
|
2017
Q2 | $5.46M | Sell |
46,230
-1,163
| -2% | -$137K | 1.74% | 10 |
|
|
2017
Q1 | $5.36M | Sell |
47,393
-30,807
| -39% | -$3.49M | 0.85% | 24 |
|
|
2016
Q4 | $7.4M | Buy |
+78,200
| New | +$7.4M | 3.17% | 3 |
|