VWA
Visionary Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
5,780
-294
| -5% | -$53.5K | 0.05% | 271 |
|
|
2025
Q1 | $964K | Buy |
6,074
+270
| +5% | +$42.9K | 0.06% | 266 |
|
|
2024
Q4 | $699K | Buy |
5,804
+3
| +0.1% | +$361 | 0.04% | 304 |
|
|
2024
Q3 | $704K | Sell |
5,801
-43
| -0.7% | -$5.22K | 0.04% | 299 |
|
|
2024
Q2 | $592K | Sell |
5,844
-1,563
| -21% | -$158K | 0.04% | 303 |
|
|
2024
Q1 | $679K | Buy |
7,407
+85
| +1% | +$7.79K | 0.05% | 281 |
|
|
2023
Q4 | $689K | Sell |
7,322
-601
| -8% | -$56.5K | 0.05% | 269 |
|
|
2023
Q3 | $733K | Sell |
7,923
-356
| -4% | -$33K | 0.06% | 245 |
|
|
2023
Q2 | $808K | Buy |
8,279
+150
| +2% | +$14.6K | 0.06% | 235 |
|
|
2023
Q1 | $791K | Buy |
8,129
+4,357
| +116% | +$424K | 0.07% | 217 |
|
|
2022
Q4 | $382K | Sell |
3,772
-50
| -1% | -$5.06K | 0.04% | 280 |
|
|
2022
Q3 | $317K | Sell |
3,822
-755
| -16% | -$62.6K | 0.03% | 283 |
|
|
2022
Q2 | $452K | Buy |
4,577
+134
| +3% | +$13.2K | 0.04% | 254 |
|
|
2022
Q1 | $417K | Buy |
4,443
+137
| +3% | +$12.9K | 0.03% | 278 |
|
|
2021
Q4 | $409K | Buy |
4,306
+621
| +17% | +$59K | 0.03% | 254 |
|
|
2021
Q3 | $349K | Sell |
3,685
-69
| -2% | -$6.54K | 0.04% | 227 |
|
|
2021
Q2 | $372K | Sell |
3,754
-429
| -10% | -$42.5K | 0.04% | 240 |
|
|
2021
Q1 | $371K | Sell |
4,183
-301
| -7% | -$26.7K | 0.04% | 224 |
|
|
2020
Q4 | $371K | Buy |
4,484
+210
| +5% | +$17.4K | 0.04% | 213 |
|
|
2020
Q3 | $320K | Buy |
4,274
+992
| +30% | +$74.3K | 0.05% | 187 |
|
|
2020
Q2 | $230K | Buy |
3,282
+389
| +13% | +$27.3K | 0.04% | 210 |
|
|
2020
Q1 | $211K | Sell |
2,893
-40
| -1% | -$2.92K | 0.04% | 186 |
|
|
2019
Q4 | $249K | Buy |
+2,933
| New | +$249K | 0.04% | 182 |
|