Wealth Enhancement Advisory Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.1M | Buy |
498,082
+59,000
| +13% | +$10.6M | 0.15% | 137 |
|
|
2025
Q1 | $69.7M | Buy |
439,082
+87,631
| +25% | +$13.9M | 0.13% | 150 |
|
|
2024
Q4 | $42.3M | Buy |
351,451
+52,433
| +18% | +$6.31M | 0.08% | 230 |
|
|
2024
Q3 | $36.3M | Buy |
299,018
+7,804
| +3% | +$947K | 0.08% | 241 |
|
|
2024
Q2 | $29.5M | Buy |
291,214
+64,742
| +29% | +$6.56M | 0.07% | 263 |
|
|
2024
Q1 | $20.7M | Buy |
226,472
+7,667
| +4% | +$702K | 0.05% | 314 |
|
|
2023
Q4 | $20.6M | Buy |
218,805
+6,351
| +3% | +$598K | 0.06% | 291 |
|
|
2023
Q3 | $19.7M | Buy |
212,454
+204,687
| +2,635% | +$18.9M | 0.06% | 282 |
|
|
2023
Q2 | $758K | Sell |
7,767
-40,015
| -84% | -$3.91M | 0.01% | 302 |
|
|
2023
Q1 | $4.65M | Buy |
+47,782
| New | +$4.65M | 0.05% | 140 |
|
|
2021
Q3 | – | Sell |
-18,488
| Closed | -$1.84M | – | 329 |
|
|
2021
Q2 | $1.84M | Buy |
+18,488
| New | +$1.84M | 0.03% | 143 |
|
|
2020
Q4 | – | Sell |
-44,279
| Closed | -$3.51M | – | 240 |
|
|
2020
Q3 | $3.51M | Buy |
+44,279
| New | +$3.51M | 0.09% | 78 |
|
|
2020
Q2 | – | Sell |
-37,047
| Closed | -$2.86M | – | 248 |
|
|
2020
Q1 | $2.86M | Buy |
37,047
+6,491
| +21% | +$501K | 0.1% | 87 |
|
|
2019
Q4 | $2.6M | Buy |
30,556
+2,763
| +10% | +$235K | 0.09% | 93 |
|
|
2019
Q3 | $2.17M | Buy |
+27,793
| New | +$2.17M | 0.09% | 91 |
|