OHWA
Oak Hill Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
11,165
-160
| -1% | -$28.4K | 0.41% | 37 |
|
|
2025
Q1 | $1.8M | Buy |
11,325
+1,762
| +18% | +$280K | 0.42% | 38 |
|
|
2024
Q4 | $1.15M | Buy |
+9,563
| New | +$1.15M | 0.27% | 44 |
|
|
2024
Q3 | – | Sell |
-7,440
| Closed | -$754K | – | 79 |
|
|
2024
Q2 | $754K | Buy |
+7,440
| New | +$754K | 0.23% | 47 |
|
|
2024
Q1 | – | Sell |
-7,440
| Closed | -$700K | – | 72 |
|
|
2023
Q4 | $700K | Sell |
7,440
-214
| -3% | -$20.1K | 0.24% | 47 |
|
|
2023
Q3 | $709K | Buy |
7,654
+213
| +3% | +$19.7K | 0.27% | 45 |
|
|
2023
Q2 | $726K | Buy |
7,441
+1
| +0% | +$98 | 0.27% | 47 |
|
|
2023
Q1 | $724K | Hold |
7,440
| – | – | 0.29% | 49 |
|
|
2022
Q4 | $753K | Buy |
+7,440
| New | +$753K | 0.31% | 48 |
|