WWA
WCG Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
32,786
+402
| +1% | +$73.2K | 0.39% | 78 |
|
|
2025
Q1 | $5.14M | Sell |
32,384
-3,219
| -9% | -$511K | 0.39% | 79 |
|
|
2024
Q4 | $4.29M | Buy |
35,603
+1,580
| +5% | +$190K | 0.28% | 97 |
|
|
2024
Q3 | $4.13M | Sell |
34,023
-44
| -0.1% | -$5.34K | 0.28% | 97 |
|
|
2024
Q2 | $3.45M | Buy |
34,067
+1,835
| +6% | +$186K | 0.26% | 91 |
|
|
2024
Q1 | $2.95M | Sell |
32,232
-10,262
| -24% | -$940K | 0.25% | 93 |
|
|
2023
Q4 | $4M | Sell |
42,494
-4,383
| -9% | -$412K | 0.29% | 82 |
|
|
2023
Q3 | $4.4M | Buy |
46,877
+5,956
| +15% | +$558K | 0.32% | 74 |
|
|
2023
Q2 | $4M | Buy |
40,921
+4,715
| +13% | +$460K | 0.47% | 53 |
|
|
2023
Q1 | $3.52M | Buy |
36,206
+2,664
| +8% | +$259K | 0.45% | 53 |
|
|
2022
Q4 | $3.39M | Buy |
33,542
+3,846
| +13% | +$389K | 0.47% | 54 |
|
|
2022
Q3 | $2.7M | Sell |
29,696
-1,361
| -4% | -$124K | 0.36% | 60 |
|
|
2022
Q2 | $3.07M | Buy |
+31,057
| New | +$3.07M | 0.43% | 54 |
|