Moss Adams 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 | $927K | Buy |
5,050
+715
| +16% | +$131K | 0.08% | 87 |
|
|
2025
Q1 | $694K | Buy |
4,335
+741
| +21% | +$119K | 0.07% | 87 |
|
|
2024
Q4 | $438K | Buy |
3,594
+370
| +11% | +$45K | 0.05% | 114 |
|
|
2024
Q3 | $396K | Buy |
3,224
+353
| +12% | +$43.3K | 0.04% | 118 |
|
|
2024
Q2 | $295K | Buy |
2,871
+674
| +31% | +$69.2K | 0.04% | 118 |
|
|
2024
Q1 | $204K | Buy |
+2,197
| New | +$204K | 0.03% | 146 |
|