Paces Ferry Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $556K | Sell |
|
|||||
2025
Q1 | $500K | Sell |
|
|||||
2024
Q4 | $401K | Sell |
|
|||||
2024
Q3 | $406K | Buy |
|
|||||
2024
Q2 | $339K | Buy |
|
|||||
2024
Q1 | $305K | Sell |
|
|||||
2023
Q4 | $336K | Buy |
|
|||||
2023
Q3 | $328K | Sell |
|
|||||
2023
Q2 | $385K | Sell |
|
|||||
2023
Q1 | $421K | Buy |
|
|||||
2022
Q4 | $414K | Buy |
|
|||||
2022
Q3 | $327K | Buy |
|
|||||
2022
Q2 | $385K | Sell |
|
|||||
2022
Q1 | $394K | Buy |
|
|||||
2021
Q4 | $367K | Sell |
|
|||||
2021
Q3 | $393K | Sell |
|
|||||
2021
Q2 | $523K | Buy |
|
|||||
2021
Q1 | $449K | Buy |
|
|||||
2020
Q4 | $338K | Sell |
|
|||||
2020
Q3 | $323K | Buy |
|