SOA Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $179K | Buy |
32,386
+6
| +0% | +$1.04K | 0.03% | 211 |
|
|
2025
Q4 | $173K | Sell |
32,380
-2,770
| -8% | -$429K | 0.03% | 218 |
|
|
2025
Q3 | $177K | Buy |
35,150
+5
| +0% | +$841 | 0.03% | 217 |
|
|
2025
Q2 | $193K | Buy |
35,145
+8,494
| +32% | +$1.46M | 0.04% | 199 |
|
|
2025
Q1 | $113K | Buy |
26,651
+26,109
| +4,817% | +$3.7M | 0.02% | 247 |
|
|
2024
Q4 | $65.2K | Sell |
542
-161
| -23% | -$20.3K | 0.01% | 297 |
|
|
2024
Q3 | $85.3K | Sell |
703
-24
| -3% | -$2.79K | 0.02% | 261 |
|
|
2024
Q2 | $73.7K | Buy |
727
+3
| +0.4% | +$293 | 0.01% | 272 |
|
|
2024
Q1 | $66.3K | Buy |
724
+5
| +0.7% | +$461 | 0.01% | 279 |
|
|
2023
Q4 | $67.6K | Buy |
719
+6
| +0.8% | +$553 | 0.02% | 269 |
|
|
2023
Q3 | $66.1K | Buy |
713
+4
| +0.6% | +$385 | 0.02% | 257 |
|
|
2023
Q2 | $69.2K | Buy |
709
+5
| +0.7% | +$478 | 0.02% | 263 |
|
|
2023
Q1 | $68.5K | Buy |
704
+4
| +0.6% | +$399 | 0.02% | 254 |
|
|
2022
Q4 | $70.9K | Sell |
700
-159
| -19% | -$15K | 0.02% | 246 |
|
|
2022
Q3 | $71K | Buy |
859
+4
| +0.5% | +$381 | 0.02% | 231 |
|
|
2022
Q2 | $84K | Sell |
855
-11
| -1% | -$1.12K | 0.02% | 217 |
|
|
2022
Q1 | $81K | Buy |
866
+4
| +0.5% | +$400 | 0.02% | 255 |
|
|
2021
Q4 | $81K | Buy |
862
+5
| +0.6% | +$467 | 0.02% | 245 |
|
|
2021
Q3 | $81K | Buy |
857
+4
| +0.5% | +$402 | 0.02% | 251 |
|
|
2021
Q2 | $84K | Buy |
853
+5
| +0.6% | +$480 | 0.02% | 241 |
|
|
2021
Q1 | $75K | Buy |
848
+2
| +0.2% | +$170 | 0.02% | 229 |
|
|
2020
Q4 | $72K | Buy |
+846
| New | +$65.9K | 0.02% | 225 |
|
Other funds holding PM
VCM
