SWA
Sax Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
9,136
+278
| +3% | +$50.6K | 0.1% | 116 |
|
|
2025
Q1 | $1.41M | Buy |
8,858
+3,002
| +51% | +$476K | 0.1% | 111 |
|
|
2024
Q4 | $705K | Sell |
5,856
-115
| -2% | -$13.8K | 0.06% | 159 |
|
|
2024
Q3 | $725K | Buy |
5,971
+212
| +4% | +$25.7K | 0.06% | 121 |
|
|
2024
Q2 | $584K | Buy |
5,759
+27
| +0.5% | +$2.74K | 0.06% | 131 |
|
|
2024
Q1 | $525K | Buy |
5,732
+100
| +2% | +$9.16K | 0.06% | 110 |
|
|
2023
Q4 | $530K | Sell |
5,632
-830
| -13% | -$78.1K | 0.09% | 117 |
|
|
2023
Q3 | $598K | Sell |
6,462
-350
| -5% | -$32.4K | 0.12% | 97 |
|
|
2023
Q2 | $665K | Hold |
6,812
| – | – | 0.13% | 87 |
|
|
2023
Q1 | $662K | Hold |
6,812
| – | – | 0.14% | 85 |
|
|
2022
Q4 | $689K | Hold |
6,812
| – | – | 0.16% | 80 |
|
|
2022
Q3 | $565K | Hold |
6,812
| – | – | 0.15% | 88 |
|
|
2022
Q2 | $673K | Hold |
6,812
| – | – | 0.17% | 80 |
|
|
2022
Q1 | $640K | Sell |
6,812
-560
| -8% | -$52.6K | 0.15% | 87 |
|
|
2021
Q4 | $700K | Buy |
7,372
+4,096
| +125% | +$389K | 0.15% | 90 |
|
|
2021
Q3 | $311K | Hold |
3,276
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $325K | Hold |
3,276
| – | – | 0.11% | 118 |
|
|
2021
Q1 | $291K | Buy |
3,276
+80
| +3% | +$7.11K | 0.11% | 114 |
|
|
2020
Q4 | $265K | Buy |
+3,196
| New | +$265K | 0.12% | 106 |
|