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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $177K | Buy |
|
|||||
|
2025
Q2 | $193K | Buy |
|
|||||
|
2025
Q1 | $113K | Buy |
|
|||||
|
2024
Q4 | $65.2K | Sell |
|
|||||
|
2024
Q3 | $85.3K | Sell |
|
|||||
|
2024
Q2 | $73.7K | Buy |
|
|||||
|
2024
Q1 | $66.3K | Buy |
|
|||||
|
2023
Q4 | $67.6K | Buy |
|
|||||
|
2023
Q3 | $66.1K | Buy |
|
|||||
|
2023
Q2 | $69.2K | Buy |
|
|||||
|
2023
Q1 | $68.5K | Buy |
|
|||||
|
2022
Q4 | $70.9K | Sell |
|
|||||
|
2022
Q3 | $71K | Buy |
|
|||||
|
2022
Q2 | $84K | Sell |
|
|||||
|
2022
Q1 | $81K | Buy |
|
|||||
|
2021
Q4 | $81K | Buy |
|
|||||
|
2021
Q3 | $81K | Buy |
|
|||||
|
2021
Q2 | $84K | Buy |
|
|||||
|
2021
Q1 | $75K | Buy |
|
|||||
|
2020
Q4 | $72K | Buy |
|