SOA Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
35,145
+8,494
| +32% | +$46.7K | 0.04% | 199 |
|
|
2025
Q1 | $113K | Buy |
26,651
+26,109
| +4,817% | +$110K | 0.02% | 247 |
|
|
2024
Q4 | $65.2K | Sell |
542
-161
| -23% | -$19.4K | 0.01% | 297 |
|
|
2024
Q3 | $85.3K | Sell |
703
-24
| -3% | -$2.91K | 0.02% | 261 |
|
|
2024
Q2 | $73.7K | Buy |
727
+3
| +0.4% | +$304 | 0.01% | 272 |
|
|
2024
Q1 | $66.3K | Buy |
724
+5
| +0.7% | +$458 | 0.01% | 279 |
|
|
2023
Q4 | $67.6K | Buy |
719
+6
| +0.8% | +$564 | 0.02% | 269 |
|
|
2023
Q3 | $66.1K | Buy |
713
+4
| +0.6% | +$371 | 0.02% | 257 |
|
|
2023
Q2 | $69.2K | Buy |
709
+5
| +0.7% | +$488 | 0.02% | 263 |
|
|
2023
Q1 | $68.5K | Buy |
704
+4
| +0.6% | +$389 | 0.02% | 254 |
|
|
2022
Q4 | $70.9K | Sell |
700
-159
| -19% | -$16.1K | 0.02% | 246 |
|
|
2022
Q3 | $71K | Buy |
859
+4
| +0.5% | +$331 | 0.02% | 231 |
|
|
2022
Q2 | $84K | Sell |
855
-11
| -1% | -$1.08K | 0.02% | 217 |
|
|
2022
Q1 | $81K | Buy |
866
+4
| +0.5% | +$374 | 0.02% | 255 |
|
|
2021
Q4 | $81K | Buy |
862
+5
| +0.6% | +$470 | 0.02% | 245 |
|
|
2021
Q3 | $81K | Buy |
857
+4
| +0.5% | +$378 | 0.02% | 251 |
|
|
2021
Q2 | $84K | Buy |
853
+5
| +0.6% | +$492 | 0.02% | 241 |
|
|
2021
Q1 | $75K | Buy |
848
+2
| +0.2% | +$177 | 0.02% | 229 |
|
|
2020
Q4 | $72K | Buy |
+846
| New | +$72K | 0.02% | 225 |
|