SWA
SFMG Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
5,506
-227
| -4% | -$41.3K | 0.08% | 105 |
|
|
2025
Q1 | $910K | Buy |
5,733
+470
| +9% | +$74.6K | 0.07% | 108 |
|
|
2024
Q4 | $633K | Hold |
5,263
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $639K | Sell |
5,263
-41
| -0.8% | -$4.98K | 0.05% | 123 |
|
|
2024
Q2 | $537K | Sell |
5,304
-375
| -7% | -$38K | 0.05% | 129 |
|
|
2024
Q1 | $520K | Buy |
5,679
+293
| +5% | +$26.8K | 0.04% | 138 |
|
|
2023
Q4 | $507K | Sell |
5,386
-76
| -1% | -$7.15K | 0.05% | 138 |
|
|
2023
Q3 | $506K | Buy |
5,462
+195
| +4% | +$18.1K | 0.05% | 127 |
|
|
2023
Q2 | $514K | Hold |
5,267
| – | – | 0.05% | 121 |
|
|
2023
Q1 | $512K | Hold |
5,267
| – | – | 0.06% | 128 |
|
|
2022
Q4 | $533K | Hold |
5,267
| – | – | 0.06% | 131 |
|
|
2022
Q3 | $451K | Hold |
5,267
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $520K | Sell |
5,267
-174
| -3% | -$17.2K | 0.06% | 125 |
|
|
2022
Q1 | $511K | Sell |
5,441
-68
| -1% | -$6.39K | 0.05% | 140 |
|
|
2021
Q4 | $523K | Buy |
5,509
+2,685
| +95% | +$255K | 0.05% | 148 |
|
|
2021
Q3 | $268K | Sell |
2,824
-692
| -20% | -$65.7K | 0.03% | 208 |
|
|
2021
Q2 | $348K | Sell |
3,516
-85
| -2% | -$8.41K | 0.04% | 180 |
|
|
2021
Q1 | $320K | Sell |
3,601
-94
| -3% | -$8.35K | 0.04% | 178 |
|
|
2020
Q4 | $306K | Sell |
3,695
-278
| -7% | -$23K | 0.04% | 166 |
|
|
2020
Q3 | $298K | Buy |
3,973
+226
| +6% | +$17K | 0.04% | 137 |
|
|
2020
Q2 | $263K | Sell |
3,747
-450
| -11% | -$31.6K | 0.04% | 133 |
|
|
2020
Q1 | $306K | Sell |
4,197
-931
| -18% | -$67.9K | 0.05% | 95 |
|
|
2019
Q4 | $436K | Buy |
5,128
+36
| +0.7% | +$3.06K | 0.05% | 112 |
|
|
2019
Q3 | $387K | Sell |
5,092
-1,087
| -18% | -$82.6K | 0.05% | 105 |
|
|
2019
Q2 | $531K | Buy |
6,179
+1,572
| +34% | +$135K | 0.07% | 86 |
|
|
2019
Q1 | $407K | Buy |
+4,607
| New | +$407K | 0.06% | 98 |
|
|
2018
Q2 | – | Sell |
-3,233
| Closed | -$321K | – | 162 |
|
|
2018
Q1 | $321K | Sell |
3,233
-728
| -18% | -$72.3K | 0.05% | 101 |
|
|
2017
Q4 | $418K | Sell |
3,961
-389
| -9% | -$41.1K | 0.07% | 84 |
|
|
2017
Q3 | $483K | Hold |
4,350
| – | – | 0.09% | 69 |
|
|
2017
Q2 | $511K | Buy |
4,350
+137
| +3% | +$16.1K | 0.11% | 63 |
|
|
2017
Q1 | $476K | Buy |
4,213
+184
| +5% | +$20.8K | 0.1% | 65 |
|
|
2016
Q4 | $369K | Buy |
4,029
+1
| +0% | +$92 | 0.08% | 72 |
|
|
2016
Q3 | $392K | Hold |
4,028
| – | – | 0.09% | 73 |
|
|
2016
Q2 | $410K | Hold |
4,028
| – | – | 0.09% | 72 |
|
|
2016
Q1 | $395K | Hold |
4,028
| – | – | 0.09% | 68 |
|
|
2015
Q4 | $354K | Sell |
4,028
-409
| -9% | -$35.9K | 0.08% | 80 |
|
|
2015
Q3 | $352K | Sell |
4,437
-112
| -2% | -$8.89K | 0.09% | 81 |
|
|
2015
Q2 | $365K | Sell |
4,549
-24,077
| -84% | -$1.93M | 0.08% | 80 |
|
|
2015
Q1 | $2.16M | Buy |
28,626
+15,363
| +116% | +$1.16M | 0.17% | 51 |
|
|
2014
Q4 | $1.08M | Buy |
13,263
+8,281
| +166% | +$674K | 0.24% | 54 |
|
|
2014
Q3 | $415K | Sell |
4,982
-18
| -0.4% | -$1.5K | 0.13% | 48 |
|
|
2014
Q2 | $422K | Sell |
5,000
-124
| -2% | -$10.5K | 0.15% | 45 |
|
|
2014
Q1 | $420K | Sell |
5,124
-480
| -9% | -$39.3K | 0.14% | 42 |
|
|
2013
Q4 | $488K | Buy |
5,604
+894
| +19% | +$77.9K | 0.17% | 40 |
|
|
2013
Q3 | $408K | Sell |
4,710
-75
| -2% | -$6.5K | 0.16% | 42 |
|
|
2013
Q2 | $414K | Buy |
+4,785
| New | +$414K | 0.17% | 45 |
|