Mutual Advisors’s Philip Morris PM Stock Holding History

Mutual Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.92M	Sell	36,759 -4,119	-10%	-$663K	0.15%	151
2025 Q1	$6.96M	Sell	40,878 -2,402	-6%	-$409K	0.2%	100
2024 Q4	$5.18M	Buy	43,280 +26	+0.1%	+$3.12K	0.15%	130
2024 Q3	$5.74M	Buy	43,254 +1,556	+4%	+$207K	0.17%	113
2024 Q2	$4.77M	Buy	41,698 +4,107	+11%	+$470K	0.14%	143
2024 Q1	$3.44M	Buy	37,591 +1,673	+5%	+$153K	0.11%	174
2023 Q4	$3.38M	Buy	35,918 +1,275	+4%	+$120K	0.12%	175
2023 Q3	$3.21M	Buy	34,643 +149	+0.4%	+$13.8K	0.13%	167
2023 Q2	$3.37M	Buy	34,494 +5,040	+17%	+$492K	0.13%	162
2023 Q1	$2.86M	Buy	29,454 +440	+2%	+$42.8K	0.12%	179
2022 Q4	$2.94M	Buy	29,014 +343	+1%	+$34.7K	0.13%	166
2022 Q3	$2.38M	Sell	28,671 -35	-0.1%	-$2.91K	0.12%	166
2022 Q2	$2.83M	Buy	28,706 +1,265	+5%	+$125K	0.19%	126
2022 Q1	$2.58M	Buy	27,441 +417	+2%	+$39.2K	0.14%	169
2021 Q4	$2.57M	Buy	27,024 +1,915	+8%	+$182K	0.14%	183
2021 Q3	$2.38M	Buy	25,109 +1,121	+5%	+$106K	0.14%	180
2021 Q2	$2.38M	Sell	23,988 -1,006	-4%	-$99.7K	0.14%	179
2021 Q1	$2.22M	Buy	24,994 +1,662	+7%	+$147K	0.15%	164
2020 Q4	$1.93M	Buy	23,332 +429	+2%	+$35.5K	0.14%	171
2020 Q3	$1.72M	Buy	22,903 +1,447	+7%	+$108K	0.15%	165
2020 Q2	$1.5M	Buy	21,456 +1,294	+6%	+$90.6K	0.15%	163
2020 Q1	$1.47M	Buy	20,162 +3,721	+23%	+$271K	0.2%	135
2019 Q4	$1.4M	Sell	16,441 -655	-4%	-$55.7K	0.15%	168
2019 Q3	$1.3M	Buy	17,096 +1,626	+11%	+$123K	0.17%	146
2019 Q2	$1.22M	Sell	15,470 -322	-2%	-$25.3K	0.16%	165
2019 Q1	$1.4M	Buy	15,792 +145	+0.9%	+$12.8K	0.21%	118
2018 Q4	$1.05M	Buy	15,647 +812	+5%	+$54.2K	0.21%	123
2018 Q3	$1.21M	Buy	14,835 +1,864	+14%	+$152K	0.18%	139
2018 Q2	$1.05M	Sell	12,971 -488	-4%	-$39.4K	0.24%	131
2018 Q1	$1.34M	Buy	13,459 +2,344	+21%	+$233K	0.34%	91
2017 Q4	$1.17M	Buy	+11,115	New	+$1.17M	0.44%	69