AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $187K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $199K | Hold |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $168K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $191K | Hold |
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|
2019
Q3 | $170K | Hold |
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|
2019
Q2 | $176K | Hold |
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|
2019
Q1 | $198K | Sell |
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|
2018
Q4 | $170K | Hold |
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|
2018
Q3 | $207K | Sell |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $279K | Hold |
|
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|
2017
Q3 | $293K | Hold |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $298K | Hold |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $269K | Sell |
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|
2016
Q1 | $263K | Hold |
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|
2015
Q4 | $236K | Sell |
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|
2015
Q3 | $216K | Sell |
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|
2015
Q2 | $258K | Hold |
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|
2015
Q1 | $242K | Sell |
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|
2014
Q4 | $303K | Buy |
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