WAAG
Wealth Alliance Advisory Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
2,800
| – | – | 0.1% | 110 |
|
|
2025
Q1 | $444K | Sell |
2,800
-611
| -18% | -$97K | 0.09% | 118 |
|
|
2024
Q4 | $411K | Hold |
3,411
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $414K | Hold |
3,411
| – | – | 0.09% | 123 |
|
|
2024
Q2 | $346K | Hold |
3,411
| – | – | 0.08% | 137 |
|
|
2024
Q1 | $313K | Buy |
3,411
+211
| +7% | +$19.3K | 0.07% | 139 |
|
|
2023
Q4 | $301K | Hold |
3,200
| – | – | 0.08% | 139 |
|
|
2023
Q3 | $296K | Sell |
3,200
-228
| -7% | -$21.1K | 0.09% | 131 |
|
|
2023
Q2 | $335K | Sell |
3,428
-182
| -5% | -$17.8K | 0.12% | 118 |
|
|
2023
Q1 | $351K | Buy |
3,610
+54
| +2% | +$5.25K | 0.13% | 109 |
|
|
2022
Q4 | $360K | Sell |
3,556
-74
| -2% | -$7.49K | 0.14% | 95 |
|
|
2022
Q3 | $301K | Buy |
3,630
+2
| +0.1% | +$166 | 0.13% | 99 |
|
|
2022
Q2 | $358K | Hold |
3,628
| – | – | 0.17% | 88 |
|
|
2022
Q1 | $341K | Buy |
3,628
+68
| +2% | +$6.39K | 0.15% | 103 |
|
|
2021
Q4 | $338K | Sell |
3,560
-125
| -3% | -$11.9K | 0.15% | 105 |
|
|
2021
Q3 | $349K | Sell |
3,685
-19
| -0.5% | -$1.8K | 0.17% | 94 |
|
|
2021
Q2 | $367K | Buy |
3,704
+3
| +0.1% | +$297 | 0.18% | 96 |
|
|
2021
Q1 | $328K | Sell |
3,701
-13
| -0.4% | -$1.15K | 0.17% | 99 |
|
|
2020
Q4 | $307K | Hold |
3,714
| – | – | 0.17% | 100 |
|
|
2020
Q3 | $279K | Hold |
3,714
| – | – | 0.17% | 91 |
|
|
2020
Q2 | $260K | Buy |
3,714
+570
| +18% | +$39.9K | 0.16% | 90 |
|
|
2020
Q1 | $229K | Sell |
3,144
-322
| -9% | -$23.5K | 0.18% | 92 |
|
|
2019
Q4 | $295K | Hold |
3,466
| – | – | 0.17% | 93 |
|
|
2019
Q3 | $270K | Sell |
3,466
-100
| -3% | -$7.79K | 0.17% | 93 |
|
|
2019
Q2 | $291K | Buy |
3,566
+500
| +16% | +$40.8K | 0.18% | 88 |
|
|
2019
Q1 | $259K | Hold |
3,066
| – | – | 0.17% | 101 |
|
|
2018
Q4 | $205K | Buy |
+3,066
| New | +$205K | 0.15% | 102 |
|