Annex Advisory Services’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 | $7.78M | Buy |
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|
2025
Q2 | $6.41M | Buy |
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|
2025
Q1 | $5.51M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.22M | Buy |
|
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $3.77M | Sell |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $640K | Sell |
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|
2020
Q4 | $633K | Sell |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $1.07M | Buy |
|
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|
2020
Q1 | $1.1M | Buy |
|
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.21M | Buy |
|
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|
2019
Q2 | $1.22M | Buy |
|
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.48M | Buy |
|
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|
2018
Q2 | $808K | Buy |
|
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|
2018
Q1 | $973K | Buy |
|
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|
2017
Q4 | $1.03M | Buy |
|
|||||
|
2017
Q3 | $1.06M | Buy |
|
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|
2017
Q2 | $355K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $338K | Buy |
|
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|
2016
Q3 | $327K | Buy |
|
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|
2016
Q2 | $342K | Sell |
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|
2016
Q1 | $338K | Sell |
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|
2015
Q4 | $412K | Buy |
|
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|
2015
Q3 | $356K | Buy |
|
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|
2015
Q2 | $359K | Buy |
|
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|
2015
Q1 | $337K | Buy |
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|
2014
Q4 | $333K | Sell |
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|
2014
Q3 | $361K | Buy |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $351K | Buy |
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