Stratos Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
10,524
-736
| -7% | -$134K | 0.1% | 210 |
|
|
2025
Q1 | $1.79M | Sell |
11,260
-1,443
| -11% | -$229K | 0.1% | 209 |
|
|
2024
Q4 | $1.53M | Sell |
12,703
-1,175
| -8% | -$141K | 0.07% | 257 |
|
|
2024
Q3 | $1.68M | Sell |
13,878
-327
| -2% | -$39.7K | 0.08% | 270 |
|
|
2024
Q2 | $1.44M | Buy |
14,205
+3,315
| +30% | +$336K | 0.07% | 266 |
|
|
2024
Q1 | $998K | Buy |
10,890
+677
| +7% | +$62K | 0.06% | 326 |
|
|
2023
Q4 | $961K | Sell |
10,213
-1,328
| -12% | -$125K | 0.06% | 338 |
|
|
2023
Q3 | $1.07M | Buy |
11,541
+6,166
| +115% | +$571K | 0.07% | 287 |
|
|
2023
Q2 | $525K | Buy |
5,375
+26
| +0.5% | +$2.54K | 0.04% | 425 |
|
|
2023
Q1 | $520K | Sell |
5,349
-1,386
| -21% | -$135K | 0.04% | 411 |
|
|
2022
Q4 | $682K | Buy |
6,735
+1,475
| +28% | +$149K | 0.06% | 345 |
|
|
2022
Q3 | $437K | Sell |
5,260
-3,272
| -38% | -$272K | 0.05% | 372 |
|
|
2022
Q2 | $843K | Sell |
8,532
-16,179
| -65% | -$1.6M | 0.08% | 291 |
|
|
2022
Q1 | $2.32M | Sell |
24,711
-1,083
| -4% | -$102K | 0.19% | 143 |
|
|
2021
Q4 | $2.45M | Buy |
25,794
+2,448
| +10% | +$233K | 0.18% | 161 |
|
|
2021
Q3 | $2.21M | Buy |
23,346
+4,913
| +27% | +$466K | 0.19% | 150 |
|
|
2021
Q2 | $1.83M | Buy |
18,433
+11,649
| +172% | +$1.15M | 0.16% | 166 |
|
|
2021
Q1 | $602K | Buy |
6,784
+81
| +1% | +$7.19K | 0.06% | 285 |
|
|
2020
Q4 | $555K | Buy |
6,703
+1,701
| +34% | +$141K | 0.08% | 234 |
|
|
2020
Q3 | $375K | Buy |
5,002
+11
| +0.2% | +$825 | 0.09% | 220 |
|
|
2020
Q2 | $350K | Buy |
4,991
+1,435
| +40% | +$101K | 0.11% | 185 |
|
|
2020
Q1 | $259K | Buy |
3,556
+175
| +5% | +$12.7K | 0.18% | 123 |
|
|
2019
Q4 | $288K | Sell |
3,381
-8,377
| -71% | -$714K | 0.16% | 133 |
|
|
2019
Q3 | $893K | Buy |
11,758
+4,462
| +61% | +$339K | 0.34% | 77 |
|
|
2019
Q2 | $573K | Buy |
7,296
+224
| +3% | +$17.6K | 0.23% | 97 |
|
|
2019
Q1 | $625K | Sell |
7,072
-362
| -5% | -$32K | 0.34% | 80 |
|
|
2018
Q4 | $496K | Buy |
+7,434
| New | +$496K | 0.33% | 90 |
|