Avidian Wealth Enterprises’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 | $688K | Buy |
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|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $492K | Sell |
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|
2017
Q4 | $638 | Buy |
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|
2017
Q3 | $670K | Buy |
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|
2017
Q2 | $705K | Buy |
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|
2017
Q1 | $513K | Buy |
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|
2016
Q4 | $228K | Buy |
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|
2016
Q3 | $239K | Hold |
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|
2016
Q2 | $250 | Hold |
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|
2016
Q1 | $241K | Buy |
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|
2015
Q4 | $215K | Buy |
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