Asset Dedication 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
Q2 | $399K | Buy |
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|
2025
Q1 | $47K | Sell |
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|
2024
Q4 | $49.6K | Buy |
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|
2024
Q3 | $32.2K | Hold |
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|
2024
Q2 | $26.9K | Sell |
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|
2024
Q1 | $30K | Buy |
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|
2023
Q4 | $25K | Sell |
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|
2023
Q3 | $70K | Buy |
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|
2023
Q2 | $27K | Sell |
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|
2023
Q1 | $51K | Hold |
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|
2022
Q4 | $52K | Buy |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $19K | Sell |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $87K | Hold |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $150K | Buy |
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|
2017
Q4 | $134K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $120K | Hold |
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|
2017
Q1 | $114K | Hold |
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|
2016
Q4 | $92K | Buy |
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|
2016
Q3 | $87K | Hold |
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|
2016
Q2 | $92K | Sell |
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|
2016
Q1 | $137K | Sell |
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|
2015
Q4 | $159K | Buy |
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