U.S. Capital 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 | $11.9M | Buy |
65,418
+24,485
| +60% | +$4.46M | 0.35% | 66 |
|
|
2025
Q1 | $6.5M | Buy |
40,933
+4,223
| +12% | +$670K | 0.2% | 131 |
|
|
2024
Q4 | $4.42M | Buy |
36,710
+8,377
| +30% | +$1.01M | 0.14% | 163 |
|
|
2024
Q3 | $3.44M | Sell |
28,333
-3,781
| -12% | -$459K | 0.12% | 166 |
|
|
2024
Q2 | $3.25M | Sell |
32,114
-9,054
| -22% | -$917K | 0.12% | 163 |
|
|
2024
Q1 | $3.77M | Buy |
41,168
+671
| +2% | +$61.5K | 0.15% | 149 |
|
|
2023
Q4 | $3.81M | Sell |
40,497
-37,357
| -48% | -$3.51M | 0.15% | 143 |
|
|
2023
Q3 | $7.21M | Sell |
77,854
-740
| -0.9% | -$68.5K | 0.32% | 69 |
|
|
2023
Q2 | $7.67M | Sell |
78,594
-1,930
| -2% | -$188K | 0.36% | 66 |
|
|
2023
Q1 | $7.83M | Buy |
80,524
+4,979
| +7% | +$484K | 0.36% | 61 |
|
|
2022
Q4 | $7.65M | Sell |
75,545
-41,945
| -36% | -$4.25M | 0.35% | 57 |
|
|
2022
Q3 | $9.75M | Sell |
117,490
-34
| -0% | -$2.82K | 0.49% | 32 |
|
|
2022
Q2 | $11.6M | Buy |
117,524
+26,216
| +29% | +$2.59M | 0.51% | 35 |
|
|
2022
Q1 | $8.58M | Buy |
91,308
+14,994
| +20% | +$1.41M | 0.31% | 65 |
|
|
2021
Q4 | $7.25M | Buy |
76,314
+1,309
| +2% | +$124K | 0.29% | 81 |
|
|
2021
Q3 | $7.11M | Buy |
+75,005
| New | +$7.11M | 0.31% | 77 |
|