ARS Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $761K | Sell |
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|
2018
Q2 | $842K | Sell |
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|
2018
Q1 | $1.13M | Buy |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $914K | Buy |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $822K | Sell |
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|
2016
Q1 | $817K | Buy |
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|
2015
Q4 | $692K | Sell |
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|
2015
Q3 | $651K | Buy |
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|
2015
Q2 | $650K | Buy |
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|
2015
Q1 | $585K | Buy |
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|
2014
Q4 | $323K | Buy |
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|
2014
Q3 | $282K | Buy |
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|
2014
Q2 | $276K | Sell |
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|
2014
Q1 | $282K | Buy |
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|
2013
Q4 | $279K | Buy |
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