Wallace Advisory 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 | $1.35M | Sell |
8,498
-1,302
| -13% | -$207K | 0.98% | 25 |
|
|
2025
Q1 | $1.18M | Sell |
9,800
-40
| -0.4% | -$4.81K | 0.82% | 27 |
|
|
2024
Q4 | $1.19M | Sell |
9,840
-1,368
| -12% | -$166K | 0.83% | 29 |
|
|
2024
Q3 | $1.14M | Sell |
11,208
-170
| -1% | -$17.2K | 0.83% | 26 |
|
|
2024
Q2 | $1.15M | Buy |
11,378
+516
| +5% | +$52.3K | 0.83% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
10,862
+594
| +6% | +$55.9K | 0.77% | 34 |
|
|
2023
Q4 | $951K | Sell |
10,268
-562
| -5% | -$52K | 0.74% | 32 |
|
|
2023
Q3 | $1.06M | Buy |
10,830
+67
| +0.6% | +$6.54K | 0.76% | 30 |
|
|
2023
Q2 | $1.05M | Hold |
10,763
| – | – | 0.8% | 29 |
|
|
2023
Q1 | $1.05M | Sell |
10,763
-27
| -0.3% | -$2.63K | 0.8% | 29 |
|
|
2022
Q4 | $1.09M | Buy |
+10,790
| New | +$1.09M | 0.86% | 22 |
|