World Investment Advisors’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 | $14.5M | Buy |
79,618
+8,997
| +13% | +$1.64M | 0.33% | 59 |
|
|
2025
Q1 | $11.2M | Buy |
70,621
+5,636
| +9% | +$895K | 0.29% | 76 |
|
|
2024
Q4 | $7.82M | Buy |
64,985
+14,313
| +28% | +$1.72M | 0.21% | 111 |
|
|
2024
Q3 | $6.15M | Buy |
50,672
+43,075
| +567% | +$5.23M | 0.19% | 128 |
|
|
2024
Q2 | $770K | Buy |
+7,597
| New | +$770K | 0.05% | 328 |
|
|
2024
Q1 | – | Sell |
-3,436
| Closed | -$325K | – | 454 |
|
|
2023
Q4 | $325K | Buy |
+3,436
| New | +$325K | 0.04% | 289 |
|