TCWA
Turtle Creek Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
27,487
+11,389
| +71% | +$2.07M | 0.59% | 53 |
|
|
2025
Q1 | $2.56M | Buy |
+16,098
| New | +$2.56M | 0.38% | 71 |
|
|
2024
Q4 | – | Sell |
-2,060
| Closed | -$250K | – | 145 |
|
|
2024
Q3 | $250K | Buy |
+2,060
| New | +$250K | 0.05% | 155 |
|
|
2024
Q1 | – | Sell |
-223
| Closed | -$21K | – | 655 |
|
|
2023
Q4 | $21K | Buy |
+223
| New | +$21K | 0.01% | 404 |
|