Intercontinental Wealth Advisors’s Philip Morris PM Stock Holding History

Intercontinental Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$359K	Buy	3,673 +63	+2%	+$6.02K	0.09%	234
2023 Q1	$351K	Sell	3,610 -8	-0.2%	-$797	0.09%	242
2022 Q4	$366K	Buy	3,618 +101	+3%	+$9.53K	0.11%	211
2022 Q3	$292K	Buy	3,517 +232	+7%	+$22.1K	0.09%	224
2022 Q2	$324K	Buy	3,285 +7	+0.2%	+$714	0.09%	213
2022 Q1	$308K	Hold	3,278	–	–	0.07%	237
2021 Q4	$311K	Sell	3,278 -559	-15%	-$52.2K	0.07%	240
2021 Q3	$364K	Sell	3,837 -81	-2%	-$8.15K	0.08%	204
2021 Q2	$388K	Sell	3,918 -243	-6%	-$23.3K	0.08%	205
2021 Q1	$369K	Buy	4,161 +2	+0%	+$170	0.08%	192
2020 Q4	$344K	Buy	4,159 +21	+0.5%	+$1.64K	0.08%	187
2020 Q3	$310K	Sell	4,138 -168	-4%	-$13K	0.09%	159
2020 Q2	$302K	Buy	4,306 +733	+21%	+$53.4K	0.1%	145
2020 Q1	$261K	Buy	3,573 +1,242	+53%	+$102K	0.14%	123
2019 Q4	$196K	Sell	2,331 -980	-30%	-$80.8K	0.16%	109
2019 Q3	$251K	Sell	3,311 -25	-0.7%	-$1.98K	0.15%	115
2019 Q2	$262K	Sell	3,336 -147	-4%	-$12.1K	0.14%	106
2019 Q1	$308K	Buy	3,483 +6	+0.2%	+$483	0.15%	99
2018 Q4	$232K	Sell	3,477 -172	-5%	-$14.4K	0.13%	109
2018 Q3	$298K	Sell	3,649 -74	-2%	-$6.08K	0.15%	102
2018 Q2	$301K	Buy	3,723 +1,638	+79%	+$139K	0.17%	93
2018 Q1	$207K	Buy	2,085 +94	+5%	+$9.79K	0.12%	125
2017 Q4	$210K	Buy	1,991 +29	+1%	+$3.09K	0.12%	138
2017 Q3	$218K	Hold	1,962	–	–	0.13%	120
2017 Q2	$230K	Sell	1,962 -588	-23%	-$68.1K	0.15%	99
2017 Q1	$288K	Sell	2,550 -83	-3%	-$8.56K	0.17%	108
2016 Q4	$241K	Sell	2,633 -535	-17%	-$49.6K	0.16%	126
2016 Q3	$308K	Sell	3,168 -13	-0.4%	-$1.3K	0.22%	93
2016 Q2	$324K	Sell	3,181 -135	-4%	-$13.5K	0.24%	89
2016 Q1	$325K	Sell	3,316 -67	-2%	-$6.14K	0.24%	90
2015 Q4	$297K	Buy	+3,383	New	+$294K	0.2%	98

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's PM Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Philip Morris (PM) stake by 1.7% in Q2 2023, buying an estimated $6.02K and bringing the position to 3,673 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #234.

Intercontinental Wealth Advisors first reported a position in PM in Q4 2015 and has held it in 31 quarters since. The position peaked at $388K in Q2 2021. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

Intercontinental Wealth Advisors held 3,673 shares of Philip Morris worth $359K as of Q2 2023.
Intercontinental Wealth Advisors bought 63 Philip Morris shares in Q2 2023, an estimated $6.02K.
Philip Morris made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #234 holding.
Intercontinental Wealth Advisors first reported a position in Philip Morris in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's Philip Morris position peaked at $388K in Q2 2021.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.