Allworth Financial’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 | $29.7M | Buy |
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|
2025
Q1 | $17.5M | Buy |
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|
2024
Q4 | $8.9M | Buy |
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|
2024
Q3 | $7.31M | Buy |
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|
2024
Q2 | $5.23M | Buy |
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|
2024
Q1 | $4.29M | Sell |
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|
2023
Q4 | $4.56M | Sell |
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|
2023
Q3 | $4.49M | Buy |
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|
2023
Q2 | $4.55M | Sell |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $4.65M | Sell |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $4.52M | Buy |
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|
2022
Q1 | $4.19M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.89M | Buy |
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|
2021
Q2 | $3.85M | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $321K | Buy |
|
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $255K | Buy |
|
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|
2018
Q1 | $307K | Hold |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $343K | Sell |
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|
2017
Q2 | $409K | Buy |
|
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $300K | Buy |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $179K | Sell |
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|
2015
Q3 | $196K | Buy |
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|
2015
Q2 | $197K | Buy |
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|
2015
Q1 | $176K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $195K | Buy |
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|
2013
Q4 | $205K | Sell |
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|
2013
Q3 | $322K | Buy |
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|
2013
Q2 | $314K | Buy |
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