Avity Investment Management’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 | $782K | Hold |
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|
2025
Q1 | $681K | Hold |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $521K | Hold |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $723K | Hold |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $739K | Hold |
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|
2021
Q2 | $773K | Hold |
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|
2021
Q1 | $692K | Hold |
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|
2020
Q4 | $645K | Hold |
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|
2020
Q3 | $585K | Sell |
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|
2020
Q2 | $672K | Hold |
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|
2020
Q1 | $700K | Hold |
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|
2019
Q4 | $816K | Hold |
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|
2019
Q3 | $729K | Buy |
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|
2019
Q2 | $687K | Hold |
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|
2019
Q1 | $773K | Buy |
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|
2018
Q4 | $577K | Hold |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $698K | Buy |
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|
2018
Q1 | $834K | Sell |
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|
2017
Q4 | $911K | Hold |
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|
2017
Q3 | $957K | Sell |
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $999K | Sell |
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|
2016
Q4 | $830K | Buy |
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|
2016
Q3 | $739K | Sell |
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|
2016
Q2 | $814K | Sell |
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|
2016
Q1 | $871K | Buy |
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|
2015
Q4 | $552K | Sell |
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|
2015
Q3 | $654K | Hold |
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|
2015
Q2 | $589K | Sell |
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|
2015
Q1 | $691K | Sell |
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|
2014
Q4 | $721K | Sell |
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|
2014
Q3 | $768K | Sell |
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|
2014
Q2 | $782K | Buy |
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|
2014
Q1 | $756K | Sell |
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|
2013
Q4 | $846K | Sell |
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|
2013
Q3 | $942K | Sell |
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|
2013
Q2 | $1.08M | Buy |
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