TruWealth 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 | $385K | Buy |
2,112
+211
| +11% | +$38.4K | 0.02% | 130 |
|
|
2025
Q1 | $302K | Sell |
1,901
-140
| -7% | -$22.2K | 0.02% | 127 |
|
|
2024
Q4 | $246K | Sell |
2,041
-119
| -6% | -$14.3K | 0.01% | 143 |
|
|
2024
Q3 | $262K | Sell |
2,160
-5
| -0.2% | -$607 | 0.02% | 139 |
|
|
2024
Q2 | $219K | Sell |
2,165
-279
| -11% | -$28.3K | 0.01% | 155 |
|
|
2024
Q1 | $224K | Hold |
2,444
| – | – | 0.02% | 153 |
|
|
2023
Q4 | $230K | Sell |
2,444
-197
| -7% | -$18.5K | 0.02% | 140 |
|
|
2023
Q3 | $245K | Sell |
2,641
-147
| -5% | -$13.6K | 0.02% | 130 |
|
|
2023
Q2 | $272K | Buy |
2,788
+11
| +0.4% | +$1.07K | 0.02% | 126 |
|
|
2023
Q1 | $270K | Buy |
2,777
+118
| +4% | +$11.5K | 0.02% | 127 |
|
|
2022
Q4 | $269K | Sell |
2,659
-13
| -0.5% | -$1.32K | 0.03% | 119 |
|
|
2022
Q3 | $222K | Buy |
2,672
+30
| +1% | +$2.49K | 0.02% | 124 |
|
|
2022
Q2 | $261K | Sell |
2,642
-12
| -0.5% | -$1.19K | 0.03% | 116 |
|
|
2022
Q1 | $249K | Buy |
2,654
+123
| +5% | +$11.5K | 0.03% | 107 |
|
|
2021
Q4 | $240K | Hold |
2,531
| – | – | 0.02% | 112 |
|
|
2021
Q3 | $240K | Sell |
2,531
-13
| -0.5% | -$1.23K | 0.03% | 105 |
|
|
2021
Q2 | $252K | Sell |
2,544
-209
| -8% | -$20.7K | 0.03% | 99 |
|
|
2021
Q1 | $244K | Buy |
2,753
+281
| +11% | +$24.9K | 0.03% | 96 |
|
|
2020
Q4 | $205K | Buy |
+2,472
| New | +$205K | 0.03% | 107 |
|