WIA
Westbourne Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Hold |
16,204
| – | – | 0.9% | 31 |
|
|
2025
Q1 | $2.57M | Hold |
16,204
| – | – | 0.91% | 30 |
|
|
2024
Q4 | $1.95M | Hold |
16,204
| – | – | 0.67% | 33 |
|
|
2024
Q3 | $1.97M | Hold |
16,204
| – | – | 0.69% | 33 |
|
|
2024
Q2 | $1.64M | Hold |
16,204
| – | – | 0.59% | 37 |
|
|
2024
Q1 | $1.49M | Hold |
16,204
| – | – | 0.55% | 38 |
|
|
2023
Q4 | $1.52M | Hold |
16,204
| – | – | 0.61% | 37 |
|
|
2023
Q3 | $1.5M | Hold |
16,204
| – | – | 0.69% | 36 |
|
|
2023
Q2 | $1.58M | Hold |
16,204
| – | – | 0.71% | 35 |
|
|
2023
Q1 | $1.58M | Hold |
16,204
| – | – | 0.76% | 36 |
|
|
2022
Q4 | $1.64M | Sell |
16,204
-100
| -0.6% | -$10.1K | 0.83% | 36 |
|
|
2022
Q3 | $1.35M | Hold |
16,304
| – | – | 0.72% | 36 |
|
|
2022
Q2 | $1.61M | Hold |
16,304
| – | – | 1% | 30 |
|
|
2022
Q1 | $1.53M | Hold |
16,304
| – | – | 0.63% | 41 |
|
|
2021
Q4 | $1.55M | Buy |
+16,304
| New | +$1.55M | 0.61% | 42 |
|
|
2018
Q4 | – | Sell |
-1,813
| Closed | -$148K | – | 130 |
|
|
2018
Q3 | $148K | Buy |
+1,813
| New | +$148K | 0.11% | 109 |
|
|
2017
Q4 | – | Sell |
-1,813
| Closed | -$201K | – | 105 |
|
|
2017
Q3 | $201K | Hold |
1,813
| – | – | 0.16% | 102 |
|
|
2017
Q2 | $213K | Hold |
1,813
| – | – | 0.17% | 101 |
|
|
2017
Q1 | $205K | Buy |
+1,813
| New | +$205K | 0.17% | 103 |
|
|
2016
Q3 | – | Sell |
-1,813
| Closed | -$184K | – | 122 |
|
|
2016
Q2 | $184K | Buy |
+1,813
| New | +$184K | 0.17% | 107 |
|