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Prevail Innovative Wealth Advisors’s Philip Morris PM Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,847
Closed -$2.18M – 179
2024
Q1 		$2.18M Buy
23,847
+4,944
+26% +$453K 0.81% 51
2023
Q4 		$1.78M Buy
18,903
+10,758
+132% +$1.01M 0.85% 47
2023
Q3 		$754K Buy
+8,145
New +$754K 0.39% 69