Baker Tilly Wealth 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
Q3 | $544K | Sell |
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|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $461K | Buy |
|
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|
2024
Q3 | $450K | Sell |
|
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|
2024
Q2 | $776K | Sell |
|
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|
2024
Q1 | $1.67M | Buy |
|
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|
2023
Q4 | $1.71M | Sell |
|
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.86M | Sell |
|
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|
2023
Q1 | $1.94M | Buy |
|
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|
2022
Q4 | $1.74M | Buy |
|
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|
2022
Q3 | $1.39M | Buy |
|
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|
2022
Q2 | $1.65M | Buy |
|
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|
2022
Q1 | $1.53M | Sell |
|
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|
2021
Q4 | $1.72M | Sell |
|
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|
2021
Q3 | $1.78M | Buy |
|
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|
2021
Q2 | $1.73M | Buy |
|
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|
2021
Q1 | $1.38M | Buy |
|
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|
2020
Q4 | $812K | Buy |
|