TWA
TCI Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
5,178
-143
| -3% | -$26K | 0.06% | 105 |
|
|
2025
Q1 | $845K | Sell |
5,321
-10
| -0.2% | -$1.59K | 0.07% | 94 |
|
|
2024
Q4 | $642K | Sell |
5,331
-139
| -3% | -$16.7K | 0.05% | 110 |
|
|
2024
Q3 | $664K | Sell |
5,470
-229
| -4% | -$27.8K | 0.06% | 105 |
|
|
2024
Q2 | $578K | Buy |
5,699
+717
| +14% | +$72.7K | 0.05% | 113 |
|
|
2024
Q1 | $456K | Buy |
4,982
+195
| +4% | +$17.9K | 0.05% | 126 |
|
|
2023
Q4 | $450K | Buy |
4,787
+6
| +0.1% | +$564 | 0.05% | 123 |
|
|
2023
Q3 | $443K | Buy |
4,781
+6
| +0.1% | +$555 | 0.06% | 120 |
|
|
2023
Q2 | $466K | Sell |
4,775
-29
| -0.6% | -$2.83K | 0.06% | 114 |
|
|
2023
Q1 | $467K | Buy |
4,804
+761
| +19% | +$74K | 0.06% | 113 |
|
|
2022
Q4 | $409K | Buy |
4,043
+4
| +0.1% | +$405 | 0.06% | 112 |
|
|
2022
Q3 | $335K | Buy |
4,039
+33
| +0.8% | +$2.74K | 0.05% | 119 |
|
|
2022
Q2 | $396K | Buy |
4,006
+17
| +0.4% | +$1.68K | 0.06% | 114 |
|
|
2022
Q1 | $375K | Buy |
3,989
+5
| +0.1% | +$470 | 0.06% | 120 |
|
|
2021
Q4 | $379K | Buy |
3,984
+5
| +0.1% | +$476 | 0.06% | 119 |
|
|
2021
Q3 | $377K | Buy |
3,979
+10
| +0.3% | +$947 | 0.06% | 120 |
|
|
2021
Q2 | $393K | Sell |
3,969
-300
| -7% | -$29.7K | 0.07% | 118 |
|
|
2021
Q1 | $379K | Sell |
4,269
-1,008
| -19% | -$89.5K | 0.16% | 107 |
|
|
2020
Q4 | $437K | Sell |
5,277
-846
| -14% | -$70.1K | 0.2% | 88 |
|
|
2020
Q3 | $459K | Sell |
6,123
-657
| -10% | -$49.3K | 0.18% | 87 |
|
|
2020
Q2 | $475K | Sell |
6,780
-763
| -10% | -$53.5K | 0.2% | 78 |
|
|
2020
Q1 | $550K | Buy |
7,543
+472
| +7% | +$34.4K | 0.27% | 66 |
|
|
2019
Q4 | $602K | Buy |
7,071
+1
| +0% | +$85 | 0.23% | 75 |
|
|
2019
Q3 | $537K | Sell |
7,070
-15
| -0.2% | -$1.14K | 0.24% | 75 |
|
|
2019
Q2 | $556K | Buy |
7,085
+15
| +0.2% | +$1.18K | 0.25% | 73 |
|
|
2019
Q1 | $625K | Sell |
7,070
-41
| -0.6% | -$3.62K | 0.27% | 73 |
|
|
2018
Q4 | $475K | Buy |
7,111
+27
| +0.4% | +$1.8K | 0.23% | 81 |
|
|
2018
Q3 | $578K | Sell |
7,084
-1,315
| -16% | -$107K | 0.24% | 80 |
|
|
2018
Q2 | $678K | Buy |
8,399
+33
| +0.4% | +$2.66K | 0.3% | 70 |
|
|
2018
Q1 | $832K | Sell |
8,366
-229
| -3% | -$22.8K | 0.39% | 61 |
|
|
2017
Q4 | $908K | Sell |
8,595
-232
| -3% | -$24.5K | 0.4% | 60 |
|
|
2017
Q3 | $980K | Sell |
8,827
-133
| -1% | -$14.8K | 0.48% | 52 |
|
|
2017
Q2 | $1.05M | Sell |
8,960
-52
| -0.6% | -$6.11K | 0.54% | 44 |
|
|
2017
Q1 | $1.02M | Buy |
9,012
+48
| +0.5% | +$5.42K | 0.53% | 45 |
|
|
2016
Q4 | $820K | Buy |
8,964
+328
| +4% | +$30K | 0.43% | 53 |
|
|
2016
Q3 | $840K | Buy |
8,636
+165
| +2% | +$16K | 0.46% | 52 |
|
|
2016
Q2 | $862K | Sell |
8,471
-203
| -2% | -$20.7K | 0.48% | 51 |
|
|
2016
Q1 | $851K | Sell |
8,674
-1,266
| -13% | -$124K | 0.47% | 54 |
|
|
2015
Q4 | $874K | Buy |
9,940
+302
| +3% | +$26.6K | 0.49% | 53 |
|
|
2015
Q3 | $765K | Buy |
9,638
+980
| +11% | +$77.8K | 0.46% | 55 |
|
|
2015
Q2 | $694K | Buy |
8,658
+111
| +1% | +$8.9K | 0.4% | 57 |
|
|
2015
Q1 | $644K | Buy |
8,547
+51
| +0.6% | +$3.84K | 0.4% | 58 |
|
|
2014
Q4 | $692K | Buy |
8,496
+49
| +0.6% | +$3.99K | 0.43% | 55 |
|
|
2014
Q3 | $705K | Buy |
8,447
+45
| +0.5% | +$3.76K | 0.44% | 51 |
|
|
2014
Q2 | $708K | Buy |
8,402
+2,987
| +55% | +$252K | 0.43% | 54 |
|
|
2014
Q1 | $689K | Sell |
5,415
-3,688
| -41% | -$469K | 0.45% | 53 |
|
|
2013
Q4 | $793K | Buy |
9,103
+767
| +9% | +$66.8K | 0.5% | 42 |
|
|
2013
Q3 | $722K | Sell |
8,336
-145
| -2% | -$12.6K | 0.55% | 44 |
|
|
2013
Q2 | $735K | Buy |
+8,481
| New | +$735K | 0.56% | 44 |
|