RIA Advisory Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,717
| Closed | -$568K | – | 160 |
|
|
2024
Q4 | $568K | Sell |
4,717
-750
| -14% | -$90.3K | 0.19% | 67 |
|
|
2024
Q3 | $664K | Buy |
+5,467
| New | +$664K | 0.23% | 55 |
|
|
2024
Q1 | $382K | Buy |
+4,166
| New | +$382K | 0.15% | 83 |
|
|
2023
Q4 | – | Sell |
-8,576
| Closed | -$794K | – | 173 |
|
|
2023
Q3 | $794K | Sell |
8,576
-607
| -7% | -$56.2K | 0.36% | 39 |
|
|
2023
Q2 | $896K | Buy |
9,183
+903
| +11% | +$88.1K | 0.39% | 37 |
|
|
2023
Q1 | $805K | Buy |
+8,280
| New | +$805K | 0.37% | 42 |
|