SFWA
Summit Financial Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $640K | Sell |
4,029
-169
| -4% | -$26.8K | 0.13% | 81 |
|
|
2024
Q4 | $547K | Buy |
4,198
+18
| +0.4% | +$2.35K | 0.11% | 89 |
|
|
2024
Q3 | $507K | Buy |
4,180
+9
| +0.2% | +$1.09K | 0.1% | 88 |
|
|
2024
Q2 | $423K | Buy |
4,171
+11
| +0.3% | +$1.12K | 0.09% | 86 |
|
|
2024
Q1 | $381K | Buy |
4,160
+10
| +0.2% | +$916 | 0.08% | 94 |
|
|
2023
Q4 | $390K | Sell |
4,150
-8
| -0.2% | -$753 | 0.09% | 90 |
|
|
2023
Q3 | $380K | Sell |
4,158
-180
| -4% | -$16.4K | 0.09% | 86 |
|
|
2023
Q2 | $423K | Buy |
4,338
+9
| +0.2% | +$879 | 0.1% | 83 |
|
|
2023
Q1 | $421K | Buy |
4,329
+9
| +0.2% | +$875 | 0.1% | 86 |
|
|
2022
Q4 | $437K | Buy |
4,320
+600
| +16% | +$60.7K | 0.11% | 86 |
|
|
2022
Q3 | $333K | Sell |
3,720
-576
| -13% | -$51.6K | 0.1% | 90 |
|
|
2022
Q2 | $412K | Buy |
4,296
+161
| +4% | +$15.4K | 0.1% | 89 |
|
|
2022
Q1 | $388K | Hold |
4,135
| – | – | 0.08% | 93 |
|
|
2021
Q4 | $398K | Sell |
4,135
-260
| -6% | -$25K | 0.08% | 95 |
|
|
2021
Q3 | $417K | Hold |
4,395
| – | – | 0.09% | 89 |
|
|
2021
Q2 | $436K | Sell |
4,395
-282
| -6% | -$28K | 0.1% | 87 |
|
|
2021
Q1 | $387K | Sell |
4,677
-922
| -16% | -$76.3K | 0.1% | 79 |
|
|
2020
Q4 | $420K | Buy |
5,599
+122
| +2% | +$9.15K | 0.11% | 71 |
|
|
2020
Q3 | $392K | Sell |
5,477
-122
| -2% | -$8.73K | 0.1% | 81 |
|
|
2020
Q2 | $405K | Buy |
5,599
+70
| +1% | +$5.06K | 0.11% | 86 |
|
|
2020
Q1 | $418K | Sell |
5,529
-373
| -6% | -$28.2K | 0.13% | 79 |
|
|
2019
Q4 | $500K | Hold |
5,902
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $460K | Sell |
5,902
-38,162
| -87% | -$2.97M | 0.11% | 101 |
|
|
2019
Q2 | $3.46M | Buy |
44,064
+3,152
| +8% | +$248K | 0.85% | 33 |
|
|
2019
Q1 | $3.51M | Buy |
40,912
+5,417
| +15% | +$465K | 0.93% | 33 |
|
|
2018
Q4 | $2.37M | Sell |
35,495
-12,386
| -26% | -$827K | 0.77% | 39 |
|
|
2018
Q3 | $4M | Buy |
47,881
+6,433
| +16% | +$537K | 1.19% | 23 |
|
|
2018
Q2 | $4.12M | Sell |
41,448
-400
| -1% | -$39.8K | 1.38% | 20 |
|
|
2018
Q1 | $4.16M | Buy |
41,848
+2,609
| +7% | +$259K | 1.37% | 19 |
|
|
2017
Q4 | $4.15M | Buy |
39,239
+2,427
| +7% | +$256K | 1.42% | 17 |
|
|
2017
Q3 | $4.09M | Sell |
36,812
-119
| -0.3% | -$13.2K | 1.49% | 13 |
|
|
2017
Q2 | $4.34M | Buy |
36,931
+2,251
| +6% | +$264K | 1.72% | 11 |
|
|
2017
Q1 | $3.92M | Buy |
34,680
+6,799
| +24% | +$768K | 1.71% | 13 |
|
|
2016
Q4 | $2.55M | Sell |
27,881
-3,076
| -10% | -$281K | 1.12% | 31 |
|
|
2016
Q3 | $3.01M | Buy |
30,957
+2,016
| +7% | +$196K | 1.3% | 25 |
|
|
2016
Q2 | $2.94M | Sell |
28,941
-360
| -1% | -$36.6K | 1.23% | 29 |
|
|
2016
Q1 | $2.88M | Buy |
29,301
+10
| +0% | +$981 | 1.26% | 27 |
|
|
2015
Q4 | $2.58M | Buy |
29,291
+3,156
| +12% | +$277K | 1.18% | 29 |
|
|
2015
Q3 | $2.07M | Buy |
26,135
+8,185
| +46% | +$649K | 1.34% | 24 |
|
|
2015
Q2 | $1.44M | Hold |
17,950
| – | – | 0.89% | 35 |
|
|
2015
Q1 | $1.52M | Buy |
17,950
+3,660
| +26% | +$309K | 1.03% | 30 |
|
|
2014
Q4 | $1.16M | Buy |
+14,290
| New | +$1.16M | 0.81% | 29 |
|