PFWA
Paces Ferry Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
3,054
-94
| -3% | -$17.1K | 0.26% | 57 |
|
|
2025
Q1 | $500K | Sell |
3,148
-186
| -6% | -$29.5K | 0.25% | 58 |
|
|
2024
Q4 | $401K | Sell |
3,334
-14
| -0.4% | -$1.69K | 0.2% | 71 |
|
|
2024
Q3 | $406K | Buy |
3,348
+7
| +0.2% | +$850 | 0.23% | 71 |
|
|
2024
Q2 | $339K | Buy |
3,341
+12
| +0.4% | +$1.22K | 0.2% | 81 |
|
|
2024
Q1 | $305K | Sell |
3,329
-238
| -7% | -$21.8K | 0.2% | 83 |
|
|
2023
Q4 | $336K | Buy |
3,567
+20
| +0.6% | +$1.88K | 0.23% | 79 |
|
|
2023
Q3 | $328K | Sell |
3,547
-392
| -10% | -$36.3K | 0.26% | 72 |
|
|
2023
Q2 | $385K | Sell |
3,939
-390
| -9% | -$38.1K | 0.29% | 65 |
|
|
2023
Q1 | $421K | Buy |
4,329
+241
| +6% | +$23.4K | 0.34% | 63 |
|
|
2022
Q4 | $414K | Buy |
4,088
+154
| +4% | +$15.6K | 0.4% | 59 |
|
|
2022
Q3 | $327K | Buy |
3,934
+34
| +0.9% | +$2.83K | 0.36% | 65 |
|
|
2022
Q2 | $385K | Sell |
3,900
-293
| -7% | -$28.9K | 0.38% | 58 |
|
|
2022
Q1 | $394K | Buy |
4,193
+334
| +9% | +$31.4K | 0.31% | 67 |
|
|
2021
Q4 | $367K | Sell |
3,859
-284
| -7% | -$27K | 0.26% | 77 |
|
|
2021
Q3 | $393K | Sell |
4,143
-1,138
| -22% | -$108K | 0.31% | 71 |
|
|
2021
Q2 | $523K | Buy |
5,281
+223
| +4% | +$22.1K | 0.4% | 59 |
|
|
2021
Q1 | $449K | Buy |
5,058
+976
| +24% | +$86.6K | 0.39% | 61 |
|
|
2020
Q4 | $338K | Sell |
4,082
-232
| -5% | -$19.2K | 0.31% | 74 |
|
|
2020
Q3 | $323K | Buy |
+4,314
| New | +$323K | 0.28% | 71 |
|