Accretive Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42M | Buy |
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|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.67M | Sell |
|
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.2M | Buy |
|
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|
2023
Q2 | $1.24M | Buy |
|
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|
2023
Q1 | $1.21M | Buy |
|
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $984K | Buy |
|
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|
2022
Q2 | $1.17M | Sell |
|
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $820K | Buy |
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|
2020
Q4 | $712K | Buy |
|