9258 Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $555K | Buy |
|
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|
2023
Q3 | $540K | Sell |
|
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|
2023
Q2 | $570K | Buy |
|
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|
2023
Q1 | $567K | Buy |
|
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|
2022
Q4 | $421K | Sell |
|
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|
2022
Q3 | $360K | Buy |
|
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|
2022
Q2 | $381K | Buy |
|
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|
2022
Q1 | $287K | Sell |
|
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|
2021
Q4 | $293K | Buy |
|
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|
2021
Q3 | $285K | Buy |
|
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|
2021
Q2 | $296K | Buy |
|
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|
2021
Q1 | $251K | Sell |
|
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $226K | Buy |
|
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|
2020
Q2 | $221K | Buy |
|
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|
2020
Q1 | $235K | Sell |
|
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|
2019
Q4 | $292K | Buy |
|
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|
2019
Q3 | $206K | Sell |
|
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|
2019
Q2 | $227K | Sell |
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|
2019
Q1 | $328K | Buy |
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|
2018
Q4 | $239K | Buy |
|