SVWAG

Sound View Wealth Advisors Group’s Philip Morris PM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.58M	Buy	41,611 +395	+1%	+$71.9K	0.56%	47
2025 Q1	$6.54M	Sell	41,216 -2,934	-7%	-$466K	0.54%	50
2024 Q4	$5.31M	Sell	44,150 -671	-1%	-$80.8K	0.43%	55
2024 Q3	$5.44M	Buy	44,821 +24,287	+118%	+$2.95M	0.44%	55
2024 Q2	$2.08M	Buy	20,534 +921	+5%	+$93.3K	0.21%	106
2024 Q1	$1.8M	Sell	19,613 -25,096	-56%	-$2.3M	0.19%	116
2023 Q4	$4.21M	Buy	44,709 +16,450	+58%	+$1.55M	0.46%	55
2023 Q3	$2.62M	Buy	28,259 +4,289	+18%	+$397K	0.33%	71
2023 Q2	$2.34M	Sell	23,970 -4,725	-16%	-$461K	0.31%	78
2023 Q1	$2.79M	Sell	28,695 -16,014	-36%	-$1.56M	0.38%	65
2022 Q4	$4.21M	Buy	44,709 +25,990	+139%	+$2.45M	0.46%	55
2022 Q3	$1.55M	Sell	18,719 -325	-2%	-$27K	0.35%	69
2022 Q2	$1.88M	Sell	19,044 -1,071	-5%	-$106K	0.39%	69
2022 Q1	$1.89M	Sell	20,115 -23	-0.1%	-$2.16K	0.36%	69
2021 Q4	$1.91M	Sell	20,138 -386	-2%	-$36.7K	0.36%	69
2021 Q3	$1.95M	Sell	20,524 -287	-1%	-$27.2K	0.41%	59
2021 Q2	$2.06M	Sell	20,811 -575	-3%	-$57K	0.43%	61
2021 Q1	$1.9M	Sell	21,386 -1,708	-7%	-$152K	0.44%	62
2020 Q4	$1.91M	Sell	23,094 -677	-3%	-$56.1K	0.47%	58
2020 Q3	$1.78M	Sell	23,771 -739	-3%	-$55.4K	0.47%	57
2020 Q2	$1.72M	Sell	24,510 -545	-2%	-$38.2K	0.48%	59
2020 Q1	$1.83M	Sell	25,055 -1,044	-4%	-$76.2K	0.63%	53
2019 Q4	$2.22M	Sell	26,099 -452	-2%	-$38.5K	0.63%	51
2019 Q3	$2.02M	Sell	26,551 -15,864	-37%	-$1.2M	0.6%	54
2019 Q2	$3.33M	Buy	+42,415	New	+$3.33M	0.98%	31