WAS
Wealth Advisory Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,322
| Closed | -$2.57M | – | 131 |
|
|
2023
Q4 | $2.57M | Sell |
27,322
-37,053
| -58% | -$3.49M | 0.9% | 31 |
|
|
2023
Q3 | $6M | Sell |
64,375
-28,834
| -31% | -$2.69M | 1.18% | 25 |
|
|
2023
Q2 | $9.1M | Sell |
93,209
-1,436
| -2% | -$140K | 2.42% | 10 |
|
|
2023
Q1 | $9.2M | Sell |
94,645
-23,508
| -20% | -$2.29M | 2.45% | 9 |
|
|
2022
Q4 | $12M | Buy |
118,153
+195
| +0.2% | +$19.7K | 3.21% | 5 |
|
|
2022
Q3 | $9.79M | Sell |
117,958
-1,526
| -1% | -$127K | 2.71% | 6 |
|
|
2022
Q2 | $11.8M | Sell |
119,484
-7,327
| -6% | -$723K | 2.9% | 5 |
|
|
2022
Q1 | $11.9M | Buy |
+126,811
| New | +$11.9M | 2.48% | 7 |
|
|
2021
Q3 | $1.84M | Buy |
19,444
+4,175
| +27% | +$396K | 0.41% | 63 |
|
|
2021
Q2 | $1.51M | Sell |
15,269
-5,258
| -26% | -$521K | 0.36% | 70 |
|
|
2021
Q1 | $439K | Buy |
+20,527
| New | +$439K | 0.33% | 45 |
|