NEWAS
N.E.W. Advisory Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
2,614
-413
| -14% | -$75.2K | 0.05% | 118 |
|
|
2025
Q1 | $480K | Buy |
3,027
+164
| +6% | +$26K | 0.04% | 133 |
|
|
2024
Q4 | $345K | Buy |
2,863
+402
| +16% | +$48.4K | 0.03% | 143 |
|
|
2024
Q3 | $299K | Buy |
2,461
+1
| +0% | +$121 | 0.03% | 143 |
|
|
2024
Q2 | $249K | Buy |
2,460
+2
| +0.1% | +$203 | 0.03% | 151 |
|
|
2024
Q1 | $225K | Buy |
2,458
+1
| +0% | +$92 | 0.03% | 158 |
|
|
2023
Q4 | $231K | Sell |
2,457
-3
| -0.1% | -$282 | 0.03% | 150 |
|
|
2023
Q3 | $228K | Sell |
2,460
-771
| -24% | -$71.4K | 0.03% | 142 |
|
|
2023
Q2 | $315K | Buy |
+3,231
| New | +$315K | 0.04% | 105 |
|
|
2022
Q2 | – | Sell |
-3,103
| Closed | -$275K | – | 150 |
|
|
2022
Q1 | $275K | Buy |
+3,103
| New | +$275K | 0.05% | 109 |
|
|
2021
Q4 | – | Sell |
-2,300
| Closed | -$218K | – | 139 |
|
|
2021
Q3 | $218K | Sell |
2,300
-800
| -26% | -$75.8K | 0.04% | 127 |
|
|
2021
Q2 | $306K | Buy |
3,100
+31
| +1% | +$3.06K | 0.05% | 106 |
|
|
2021
Q1 | $269K | Buy |
3,069
+94
| +3% | +$8.24K | 0.05% | 112 |
|
|
2020
Q4 | $246K | Hold |
2,975
| – | – | 0.05% | 116 |
|
|
2020
Q3 | $223K | Hold |
2,975
| – | – | 0.06% | 88 |
|
|
2020
Q2 | $208K | Buy |
+2,975
| New | +$208K | 0.06% | 81 |
|
|
2019
Q4 | $293K | Buy |
+3,446
| New | +$293K | 0.1% | 70 |
|