WPA
West Paces Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
1,211
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $192K | Hold |
1,211
| – | – | 0.04% | 138 |
|
|
2024
Q4 | $146K | Hold |
1,211
| – | – | 0.04% | 165 |
|
|
2024
Q3 | $147K | Sell |
1,211
-186
| -13% | -$22.6K | 0.04% | 169 |
|
|
2024
Q2 | $142K | Hold |
1,397
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $128K | Buy |
1,397
+28
| +2% | +$2.57K | 0.03% | 164 |
|
|
2023
Q4 | $129K | Sell |
1,369
-13
| -0.9% | -$1.22K | 0.04% | 153 |
|
|
2023
Q3 | $128K | Sell |
1,382
-160
| -10% | -$14.8K | 0.04% | 146 |
|
|
2023
Q2 | $151K | Hold |
1,542
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $150K | Buy |
1,542
+24
| +2% | +$2.33K | 0.05% | 140 |
|
|
2022
Q4 | $154K | Sell |
1,518
-178
| -10% | -$18K | 0.05% | 132 |
|
|
2022
Q3 | $141K | Hold |
1,696
| – | – | 0.05% | 139 |
|
|
2022
Q2 | $167K | Hold |
1,696
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $159K | Buy |
1,696
+5
| +0.3% | +$470 | 0.05% | 137 |
|
|
2021
Q4 | $161K | Sell |
1,691
-111
| -6% | -$10.5K | 0.05% | 130 |
|
|
2021
Q3 | $171K | Buy |
1,802
+1,075
| +148% | +$102K | 0.06% | 123 |
|
|
2021
Q2 | $72.1K | Buy |
727
+60
| +9% | +$5.95K | 0.03% | 178 |
|
|
2021
Q1 | $59.2K | Sell |
667
-50
| -7% | -$4.44K | 0.02% | 176 |
|
|
2020
Q4 | $59.4K | Sell |
717
-22
| -3% | -$1.82K | 0.03% | 171 |
|
|
2020
Q3 | $55.4K | Hold |
739
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $51.8K | Buy |
739
+50
| +7% | +$3.5K | 0.03% | 171 |
|
|
2020
Q1 | $50.3K | Sell |
689
-186
| -21% | -$13.6K | 0.03% | 167 |
|
|
2019
Q4 | $74.5K | Hold |
875
| – | – | 0.04% | 163 |
|
|
2019
Q3 | $66.4K | Hold |
875
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $68.7K | Sell |
875
-849
| -49% | -$66.7K | 0.04% | 155 |
|
|
2019
Q1 | $152K | Hold |
1,724
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $115K | Hold |
1,724
| – | – | 0.09% | 124 |
|
|
2018
Q3 | $141K | Sell |
1,724
-6,646
| -79% | -$542K | 0.1% | 120 |
|
|
2018
Q2 | $676K | Sell |
8,370
-1,183
| -12% | -$95.5K | 0.51% | 50 |
|
|
2018
Q1 | $950K | Sell |
9,553
-153
| -2% | -$15.2K | 0.71% | 27 |
|
|
2017
Q4 | $1.03M | Sell |
9,706
-17
| -0.2% | -$1.8K | 0.76% | 25 |
|
|
2017
Q3 | $1.08M | Sell |
9,723
-217
| -2% | -$24.1K | 0.81% | 23 |
|
|
2017
Q2 | $1.17M | Sell |
9,940
-7
| -0.1% | -$822 | 0.93% | 20 |
|
|
2017
Q1 | $1.12M | Buy |
9,947
+850
| +9% | +$96K | 0.9% | 24 |
|
|
2016
Q4 | $832K | Buy |
+9,097
| New | +$832K | 0.78% | 27 |
|