Aspiriant LLC’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 | $224K | Sell |
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|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $376K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $259K | Sell |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $675K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $926K | Sell |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $985K | Sell |
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|
2016
Q1 | $1.29M | Buy |
|