RWA
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Redmont Wealth Advisors’s Philip Morris PM Stock Holding History

Redmont Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$54.2K Hold
338
– – 0.08% 92
2025
Q3 		$54.8K Hold
338
– – 0.08% 98
2025
Q2 		$61.6K Buy
338
+119
+54% +$20.4K 0.09% 86
2025
Q1 		$34.8K Buy
+219
New +$31K 0.07% 83
2024
Q4 		– Sell
-175
Closed -$21.2K – 242
2024
Q3 		$21.2K Hold
175
– – 0.03% 134
2024
Q2 		$17.7K Hold
175
– – 0.03% 143
2024
Q1 		$16K Buy
+175
New +$16.1K 0.02% 160
2023
Q1 		– Sell
-2,056
Closed -$208K – 100
2022
Q4 		$208K Buy
+2,056
New +$194K 0.24% 101
2022
Q3 		– Sell
-2,055
Closed -$203K – 108
2022
Q2 		$203K Buy
+2,055
New +$210K 0.25% 98

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return