Powell Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
3,587
| – | – | 0.25% | 62 |
|
|
2025
Q1 | $574K | Hold |
3,587
| – | – | 0.28% | 55 |
|
|
2024
Q4 | $437K | Hold |
3,587
| – | – | 0.2% | 74 |
|
|
2024
Q3 | $440K | Hold |
3,587
| – | – | 0.21% | 70 |
|
|
2024
Q2 | $368K | Hold |
3,587
| – | – | 0.19% | 74 |
|
|
2024
Q1 | $333K | Hold |
3,587
| – | – | 0.18% | 76 |
|
|
2023
Q4 | $342K | Hold |
3,587
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $337K | Hold |
3,587
| – | – | 0.2% | 77 |
|
|
2023
Q2 | $355K | Hold |
3,587
| – | – | 0.21% | 76 |
|
|
2023
Q1 | $353K | Buy |
+3,587
| New | +$353K | 0.2% | 78 |
|
|
2022
Q4 | – | Sell |
-3,587
| Closed | -$302K | – | 141 |
|
|
2022
Q3 | $302K | Buy |
3,587
+761
| +27% | +$64.1K | 0.2% | 82 |
|
|
2022
Q2 | $283K | Hold |
2,826
| – | – | 0.17% | 84 |
|
|
2022
Q1 | $269K | Hold |
2,826
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $272K | Hold |
2,826
| – | – | 0.15% | 86 |
|
|
2021
Q3 | $271K | Hold |
2,826
| – | – | 0.17% | 80 |
|
|
2021
Q2 | $283K | Hold |
2,826
| – | – | 0.17% | 78 |
|
|
2021
Q1 | $254K | Sell |
2,826
-180
| -6% | -$16.2K | 0.17% | 83 |
|
|
2020
Q4 | $252K | Sell |
3,006
-180
| -6% | -$15.1K | 0.19% | 73 |
|
|
2020
Q3 | $243K | Hold |
3,186
| – | – | 0.21% | 73 |
|
|
2020
Q2 | $227K | Hold |
3,186
| – | – | 0.22% | 82 |
|
|
2020
Q1 | $236K | Hold |
3,186
| – | – | 0.29% | 70 |
|
|
2019
Q4 | $275K | Buy |
+3,186
| New | +$275K | 0.29% | 76 |
|