MLA
My Legacy Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
6,445
+434
| +7% | +$78.6K | 0.42% | 66 |
|
|
2025
Q1 | $954K | Sell |
6,011
-62
| -1% | -$9.84K | 0.37% | 79 |
|
|
2024
Q4 | $720K | Sell |
6,073
-63
| -1% | -$7.47K | 0.28% | 98 |
|
|
2024
Q3 | $745K | Sell |
6,136
-1,425
| -19% | -$173K | 0.29% | 102 |
|
|
2024
Q2 | $766K | Sell |
7,561
-11
| -0.1% | -$1.12K | 0.24% | 110 |
|
|
2024
Q1 | $694K | Sell |
7,572
-59
| -0.8% | -$5.41K | 0.23% | 125 |
|
|
2023
Q4 | $726K | Sell |
7,631
-25
| -0.3% | -$2.38K | 0.26% | 116 |
|
|
2023
Q3 | $695K | Buy |
7,656
+216
| +3% | +$19.6K | 0.28% | 106 |
|
|
2023
Q2 | $748K | Buy |
7,440
+417
| +6% | +$41.9K | 0.29% | 113 |
|
|
2023
Q1 | $692K | Sell |
7,023
-30
| -0.4% | -$2.96K | 0.3% | 124 |
|
|
2022
Q4 | $724K | Buy |
7,053
+379
| +6% | +$38.9K | 0.31% | 122 |
|
|
2022
Q3 | $569K | Buy |
6,674
+597
| +10% | +$50.9K | 0.29% | 130 |
|
|
2022
Q2 | $567K | Buy |
6,077
+84
| +1% | +$7.84K | 0.28% | 134 |
|
|
2022
Q1 | $563K | Buy |
+5,993
| New | +$563K | 0.26% | 125 |
|