SAG
SageView Advisory Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
28,888
+4,273
| +17% | +$674K | 0.17% | 69 |
|
|
2025
Q1 | $3.91M | Buy |
24,615
+2,676
| +12% | +$425K | 0.17% | 67 |
|
|
2024
Q4 | $2.64M | Buy |
21,939
+3,258
| +17% | +$392K | 0.11% | 102 |
|
|
2024
Q3 | $2.27M | Sell |
18,681
-1,283
| -6% | -$156K | 0.12% | 104 |
|
|
2024
Q2 | $2.02M | Buy |
+19,964
| New | +$2.02M | 0.09% | 122 |
|
|
2024
Q1 | – | Sell |
-24,260
| Closed | -$2.23M | – | 748 |
|
|
2023
Q4 | $2.23M | Buy |
24,260
+9,528
| +65% | +$874K | 0.1% | 127 |
|
|
2023
Q3 | $1.36M | Sell |
14,732
-1,787
| -11% | -$165K | 0.08% | 167 |
|
|
2023
Q2 | $1.61M | Sell |
16,519
-3,179
| -16% | -$310K | 0.09% | 142 |
|
|
2023
Q1 | $1.92M | Buy |
19,698
+4,216
| +27% | +$410K | 0.12% | 119 |
|
|
2022
Q4 | $1.57M | Buy |
+15,482
| New | +$1.57M | 0.13% | 114 |
|