United Advisor Group’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 | $1.9M | Buy |
10,437
+289
| +3% | +$52.6K | 0.33% | 81 |
|
|
2025
Q1 | $1.61M | Sell |
10,148
-877
| -8% | -$139K | 0.33% | 78 |
|
|
2024
Q4 | $1.33M | Sell |
11,025
-388
| -3% | -$46.7K | 0.26% | 92 |
|
|
2024
Q3 | $1.39M | Buy |
11,413
+1,024
| +10% | +$124K | 0.31% | 79 |
|
|
2024
Q2 | $1.05M | Buy |
10,389
+3,780
| +57% | +$383K | 0.33% | 76 |
|
|
2024
Q1 | $606K | Buy |
6,609
+3,342
| +102% | +$306K | 0.23% | 101 |
|
|
2023
Q4 | $308K | Buy |
+3,267
| New | +$308K | 0.37% | 44 |
|