Wealth Management Associates’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 | $279K | Buy |
1,531
+1
| +0.1% | +$182 | 0.11% | 174 |
|
|
2025
Q1 | $243K | Buy |
+1,530
| New | +$243K | 0.1% | 179 |
|
|
2024
Q1 | – | Sell |
-2,790
| Closed | -$263K | – | 218 |
|
|
2023
Q4 | $263K | Sell |
2,790
-385
| -12% | -$36.2K | 0.14% | 158 |
|
|
2023
Q3 | $294K | Buy |
3,175
+94
| +3% | +$8.7K | 0.17% | 128 |
|
|
2023
Q2 | $301K | Sell |
3,081
-81
| -3% | -$7.91K | 0.17% | 128 |
|
|
2023
Q1 | $308K | Buy |
3,162
+313
| +11% | +$30.4K | 0.19% | 116 |
|
|
2022
Q4 | $288K | Sell |
2,849
-24
| -0.8% | -$2.43K | 0.19% | 127 |
|
|
2022
Q3 | $238K | Buy |
2,873
+243
| +9% | +$20.2K | 0.17% | 147 |
|
|
2022
Q2 | $260K | Buy |
2,630
+2
| +0.1% | +$197 | 0.18% | 142 |
|
|
2022
Q1 | $247K | Buy |
2,628
+1
| +0% | +$94 | 0.14% | 167 |
|
|
2021
Q4 | $250K | Buy |
2,627
+1
| +0% | +$95 | 0.13% | 167 |
|
|
2021
Q3 | $249K | Buy |
2,626
+62
| +2% | +$5.88K | 0.15% | 161 |
|
|
2021
Q2 | $254K | Sell |
2,564
-148
| -5% | -$14.7K | 0.14% | 165 |
|
|
2021
Q1 | $241K | Buy |
2,712
+1
| +0% | +$89 | 0.15% | 155 |
|
|
2020
Q4 | $224K | Hold |
2,711
| – | – | 0.15% | 158 |
|
|
2020
Q3 | $203K | Buy |
+2,711
| New | +$203K | 0.16% | 148 |
|
|
2020
Q2 | – | Sell |
-2,942
| Closed | -$215K | – | 152 |
|
|
2020
Q1 | $215K | Buy |
2,942
+116
| +4% | +$8.46K | 0.22% | 103 |
|
|
2019
Q4 | $240K | Buy |
2,826
+2
| +0.1% | +$170 | 0.17% | 129 |
|
|
2019
Q3 | $214K | Buy |
+2,824
| New | +$214K | 0.17% | 136 |
|