OWA
Outlook Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,246
| New | +$227K | 0.06% | 259 |
|
|
2020
Q4 | – | Sell |
-2,747
| Closed | -$206K | – | 189 |
|
|
2020
Q3 | $206K | Buy |
+2,747
| New | +$206K | 0.08% | 159 |
|
|
2020
Q1 | – | Sell |
-4,077
| Closed | -$347K | – | 176 |
|
|
2019
Q4 | $347K | Sell |
4,077
-3,461
| -46% | -$295K | 0.2% | 106 |
|
|
2019
Q3 | $572K | Sell |
7,538
-2,618
| -26% | -$199K | 0.34% | 65 |
|
|
2019
Q2 | $798K | Buy |
10,156
+296
| +3% | +$23.3K | 0.53% | 47 |
|
|
2019
Q1 | $872K | Buy |
9,860
+8,069
| +451% | +$714K | 0.72% | 34 |
|
|
2018
Q4 | $1.2M | Buy |
+1,791
| New | +$1.2M | 0.55% | 45 |
|