PWA
Primoris Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
20,813
+6,150
| +42% | +$1.12M | 2.59% | 12 |
|
|
2025
Q1 | $2.33M | Sell |
14,663
-5,250
| -26% | -$833K | 1.8% | 20 |
|
|
2024
Q4 | $2.4M | Sell |
19,913
-3,050
| -13% | -$367K | 1.82% | 18 |
|
|
2024
Q3 | $2.82M | Buy |
22,963
+9,450
| +70% | +$1.16M | 2.05% | 16 |
|
|
2024
Q2 | $1.37M | Buy |
13,513
+250
| +2% | +$25.3K | 1.09% | 30 |
|
|
2024
Q1 | $1.22M | Buy |
+13,263
| New | +$1.22M | 0.97% | 36 |
|