WPA

Winning Points Advisors’s Philip Morris PM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$424K	Hold	4,510	–	–	0.65%	25
2023 Q4	$424K	Buy	+4,510	New	+$424K	0.65%	25
2023 Q3	–	Sell	-4,510	Closed	-$424K	–	35
2023 Q2	$424K	Hold	4,510	–	–	0.65%	25
2023 Q1	$439K	Hold	4,510	–	–	0.48%	30
2022 Q4	$456K	Hold	4,510	–	–	0.58%	30
2022 Q3	$394K	Hold	4,510	–	–	0.48%	34
2022 Q2	$445K	Hold	4,510	–	–	0.49%	33
2022 Q1	$424K	Buy	4,510 +560	+14%	+$52.6K	0.33%	39
2021 Q4	$310K	Sell	3,950 -560	-12%	-$43.9K	0.23%	57
2021 Q3	$428K	Buy	+4,510	New	+$428K	0.31%	45
2021 Q2	–	Sell	-4,933	Closed	-$438K	–	63
2021 Q1	$438K	Buy	4,933 +183	+4%	+$16.2K	0.33%	45
2020 Q4	$393K	Buy	4,750 +1,400	+42%	+$116K	0.32%	44
2020 Q3	$251K	Hold	3,350	–	–	0.21%	51
2020 Q2	$235K	Hold	3,350	–	–	0.22%	48
2020 Q1	$244K	Sell	3,350 -200	-6%	-$14.6K	0.24%	50
2019 Q4	$302K	Hold	3,550	–	–	0.19%	60
2019 Q3	$267K	Sell	3,550 -400	-10%	-$30.1K	0.19%	61
2019 Q2	$310K	Sell	3,950 -200	-5%	-$15.7K	0.23%	57
2019 Q1	$367K	Hold	4,150	–	–	0.28%	52
2018 Q4	$279K	Hold	4,150	–	–	0.24%	58
2018 Q3	$338K	Hold	4,150	–	–	0.25%	59
2018 Q2	$335K	Sell	4,150 -107	-3%	-$8.64K	0.27%	58
2018 Q1	$412K	Sell	4,257 -100	-2%	-$9.68K	0.34%	52
2017 Q4	$460K	Buy	4,357 +2,400	+123%	+$253K	0.37%	49
2017 Q3	$217K	Hold	1,957	–	–	0.19%	65
2017 Q2	$229K	Hold	1,957	–	–	0.22%	62
2017 Q1	$221K	Buy	+1,957	New	+$221K	0.22%	62