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Wealth Advisors, Inc.

SEC CIK
0001806580
Latest filing
Oct 24, 2023

PM holding history

Philip Morris International Inc. in every 13F filed by Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q3 2023 holdings

Shares (Q3 2023)
3,482
Value
$322.4K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of PM by Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20233,482$322.4K0.1%00.0%UnchangedHolders
Q2 20233,482$344.7K0.1%00.0%UnchangedHolders
Q1 20233,482$343.5K0.2%+1,000+40.3%AddedHolders
Q4 20222,482$251.2K0.1%00.0%UnchangedHolders
Q3 20222,482$206.0K0.1%00.0%UnchangedHolders
Q2 20222,482$245.0K0.1%00.0%UnchangedHolders
Q1 20222,482$233.0K0.1%00.0%UnchangedHolders
Q4 20212,482$236.0K0.1%00.0%UnchangedHolders
Q3 20212,482$239.0K0.1%00.0%UnchangedHolders
Q2 20212,482$246.0K0.1%00.0%UnchangedHolders
Q1 20212,482$233.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.