Vanguard 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 | $633K | Buy |
3,475
+7
| +0.2% | +$1.28K | 0.63% | 37 |
|
|
2025
Q1 | $551K | Buy |
3,468
+2
| +0.1% | +$317 | 0.67% | 34 |
|
|
2024
Q4 | $417K | Buy |
3,466
+9
| +0.3% | +$1.08K | 0.45% | 50 |
|
|
2024
Q3 | $420K | Sell |
3,457
-1,856
| -35% | -$225K | 0.44% | 55 |
|
|
2024
Q2 | $538K | Sell |
5,313
-259
| -5% | -$26.2K | 0.36% | 58 |
|
|
2024
Q1 | $511K | Buy |
5,572
+13
| +0.2% | +$1.19K | 0.36% | 63 |
|
|
2023
Q4 | $523K | Sell |
5,559
-398
| -7% | -$37.4K | 0.42% | 54 |
|
|
2023
Q3 | $551K | Buy |
5,957
+36
| +0.6% | +$3.33K | 0.51% | 48 |
|
|
2023
Q2 | $578K | Buy |
5,921
+35
| +0.6% | +$3.42K | 0.52% | 44 |
|
|
2023
Q1 | $572K | Sell |
5,886
-3
| -0.1% | -$292 | 0.57% | 44 |
|
|
2022
Q4 | $596K | Sell |
5,889
-58
| -1% | -$5.87K | 0.69% | 40 |
|
|
2022
Q3 | $493K | Sell |
5,947
-83
| -1% | -$6.88K | 0.6% | 48 |
|
|
2022
Q2 | $595K | Sell |
6,030
-521
| -8% | -$51.4K | 0.67% | 37 |
|
|
2022
Q1 | $615K | Sell |
6,551
-286
| -4% | -$26.8K | 0.44% | 56 |
|
|
2021
Q4 | $649K | Buy |
6,837
+29
| +0.4% | +$2.75K | 0.47% | 56 |
|
|
2021
Q3 | $645 | Sell |
6,808
-85
| -1% | -$8 | 0.43% | 57 |
|
|
2021
Q2 | $683K | Sell |
6,893
-16
| -0.2% | -$1.59K | 0.52% | 54 |
|
|
2021
Q1 | $610K | Sell |
6,909
-250
| -3% | -$22.1K | 0.52% | 47 |
|
|
2020
Q4 | $583K | Buy |
+7,159
| New | +$583K | 0.54% | 48 |
|
|
2020
Q2 | $645K | Buy |
+1,651
| New | +$645K | 0.75% | 36 |
|
|
2019
Q4 | $1.05M | Sell |
12,383
-6,415
| -34% | -$546K | 1.1% | 23 |
|
|
2019
Q3 | $1.43M | Buy |
18,798
+11,345
| +152% | +$861K | 1.66% | 15 |
|
|
2019
Q2 | $585K | Buy |
7,453
+23
| +0.3% | +$1.81K | 0.71% | 48 |
|
|
2019
Q1 | $656K | Sell |
7,430
-66
| -0.9% | -$5.83K | 0.82% | 38 |
|
|
2018
Q4 | $500K | Sell |
7,496
-1,383
| -16% | -$92.2K | 0.74% | 45 |
|
|
2018
Q3 | $723K | Buy |
8,879
+340
| +4% | +$27.7K | 0.83% | 31 |
|
|
2018
Q2 | $850K | Sell |
8,539
-3,438
| -29% | -$342K | 1.13% | 25 |
|
|
2018
Q1 | $1.2M | Sell |
11,977
-1,981
| -14% | -$198K | 1.57% | 18 |
|
|
2017
Q4 | $1.47M | Buy |
+13,958
| New | +$1.47M | 1.85% | 14 |
|