Bailard’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 | $265K | Buy |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.62M | Hold |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.64M | Hold |
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|
2021
Q2 | $1.72M | Hold |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $205K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $454K | Buy |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $473K | Hold |
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|
2017
Q1 | $454K | Hold |
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|
2016
Q4 | $368K | Hold |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $379K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $232K | Sell |
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|
2013
Q4 | $270K | Sell |
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|
2013
Q3 | $396K | Sell |
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|
2013
Q2 | $1.33M | Buy |
|