San Luis Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
5,124
-152
| -3% | -$27.7K | 0.2% | 62 |
|
|
2025
Q1 | $838K | Sell |
5,276
-1,779
| -25% | -$283K | 0.19% | 58 |
|
|
2024
Q4 | $849K | Buy |
7,055
+876
| +14% | +$105K | 0.16% | 67 |
|
|
2024
Q3 | $750K | Buy |
6,179
+2,985
| +93% | +$362K | 0.15% | 65 |
|
|
2024
Q2 | $324K | Buy |
+3,194
| New | +$324K | 0.08% | 94 |
|