W Advisors LLC’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 | $777K | Sell |
4,268
-49
| -1% | -$8.92K | 0.45% | 52 |
|
|
2025
Q1 | $685K | Buy |
4,317
+138
| +3% | +$21.9K | 0.43% | 60 |
|
|
2024
Q4 | $503K | Sell |
4,179
-28
| -0.7% | -$3.37K | 0.31% | 67 |
|
|
2024
Q3 | $511K | Buy |
4,207
+60
| +1% | +$7.28K | 0.31% | 64 |
|
|
2024
Q2 | $420K | Buy |
4,147
+19
| +0.5% | +$1.93K | 0.28% | 69 |
|
|
2024
Q1 | $378K | Buy |
4,128
+41
| +1% | +$3.76K | 0.26% | 75 |
|
|
2023
Q4 | $385K | Buy |
4,087
+321
| +9% | +$30.2K | 0.28% | 71 |
|
|
2023
Q3 | $349K | Sell |
3,766
-214
| -5% | -$19.8K | 0.29% | 70 |
|
|
2023
Q2 | $389K | Hold |
3,980
| – | – | 0.3% | 69 |
|
|
2023
Q1 | $387K | Sell |
3,980
-90
| -2% | -$8.75K | 0.32% | 69 |
|
|
2022
Q4 | $412K | Sell |
4,070
-159
| -4% | -$16.1K | 0.34% | 71 |
|
|
2022
Q3 | $351K | Sell |
4,229
-28
| -0.7% | -$2.32K | 0.33% | 69 |
|
|
2022
Q2 | $421K | Buy |
4,257
+23
| +0.5% | +$2.28K | 0.36% | 68 |
|
|
2022
Q1 | $398K | Buy |
4,234
+320
| +8% | +$30.1K | 0.3% | 74 |
|
|
2021
Q4 | $372K | Buy |
+3,914
| New | +$372K | 0.28% | 74 |
|