OWA
One Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
3,965
-102
| -3% | -$18.6K | 0.1% | 117 |
|
|
2025
Q1 | $651K | Buy |
4,067
+205
| +5% | +$32.8K | 0.1% | 123 |
|
|
2024
Q4 | $465K | Sell |
3,862
-102
| -3% | -$12.3K | 0.07% | 127 |
|
|
2024
Q3 | $487K | Buy |
3,964
+7
| +0.2% | +$859 | 0.07% | 134 |
|
|
2024
Q2 | $459K | Buy |
3,957
+112
| +3% | +$13K | 0.1% | 110 |
|
|
2024
Q1 | $357K | Buy |
+3,845
| New | +$357K | 0.06% | 163 |
|
|
2023
Q1 | – | Sell |
-2,431
| Closed | -$246K | – | 488 |
|
|
2022
Q4 | $246K | Sell |
2,431
-81
| -3% | -$8.2K | 0.06% | 164 |
|
|
2022
Q3 | $209K | Sell |
2,512
-91
| -3% | -$7.57K | 0.07% | 160 |
|
|
2022
Q2 | $257K | Buy |
2,603
+93
| +4% | +$9.18K | 0.07% | 154 |
|
|
2022
Q1 | $236K | Buy |
2,510
+32
| +1% | +$3.01K | 0.06% | 182 |
|
|
2021
Q4 | $235K | Buy |
2,478
+107
| +5% | +$10.1K | 0.06% | 173 |
|
|
2021
Q3 | $225K | Buy |
2,371
+42
| +2% | +$3.99K | 0.07% | 188 |
|
|
2021
Q2 | $231K | Buy |
+2,329
| New | +$231K | 0.07% | 153 |
|