International Private 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 | $407K | Sell |
2,232
-924
| -29% | -$168K | 0.35% | 80 |
|
2025
Q1 | $501K | Buy |
3,156
+469
| +17% | +$74.4K | 0.48% | 50 |
|
2024
Q4 | $323K | Sell |
2,687
-25
| -0.9% | -$3.01K | 0.32% | 87 |
|
2024
Q3 | $329K | Sell |
2,712
-164
| -6% | -$19.9K | 0.48% | 66 |
|
2024
Q2 | $291K | Sell |
2,876
-1,861
| -39% | -$189K | 0.49% | 74 |
|
2024
Q1 | $434K | Buy |
4,737
+2,099
| +80% | +$192K | 0.84% | 32 |
|
2023
Q4 | $248K | Buy |
+2,638
| New | +$248K | 0.25% | 71 |
|