SIA
Schechter Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.31M | Sell |
27,123
-1,681
| -6% | -$267K | 0.35% | 57 |
|
|
2024
Q4 | $3.47M | Sell |
28,804
-40
| -0.1% | -$4.81K | 0.27% | 75 |
|
|
2024
Q3 | $3.5M | Sell |
28,844
-1,685
| -6% | -$205K | 0.26% | 75 |
|
|
2024
Q2 | $3.09M | Buy |
30,529
+362
| +1% | +$36.7K | 0.23% | 83 |
|
|
2024
Q1 | $2.76M | Buy |
30,167
+1,438
| +5% | +$132K | 0.21% | 92 |
|
|
2023
Q4 | $2.7M | Buy |
28,729
+2,501
| +10% | +$235K | 0.23% | 81 |
|
|
2023
Q3 | $2.43M | Buy |
26,228
+4,503
| +21% | +$417K | 0.24% | 80 |
|
|
2023
Q2 | $2.12M | Buy |
21,725
+2,488
| +13% | +$243K | 0.19% | 103 |
|
|
2023
Q1 | $1.87M | Sell |
19,237
-3,077
| -14% | -$299K | 0.17% | 117 |
|
|
2022
Q4 | $2.26M | Buy |
22,314
+2,002
| +10% | +$203K | 0.21% | 96 |
|
|
2022
Q3 | $1.69M | Sell |
20,312
-2,628
| -11% | -$218K | 0.17% | 134 |
|
|
2022
Q2 | $2.27M | Sell |
22,940
-356
| -2% | -$35.2K | 0.22% | 78 |
|
|
2022
Q1 | $2.19M | Sell |
23,296
-1,257
| -5% | -$118K | 0.2% | 94 |
|
|
2021
Q4 | $2.33M | Buy |
+24,553
| New | +$2.33M | 0.21% | 91 |
|