Ballentine Partners’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  | $3.24M | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $3.67M | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $2.94M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.05M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $1.87M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.4M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $1.14M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $780K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $1.06M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $602K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $630K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $832K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $630K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $555K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $429K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $432K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $330K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $327K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $289K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $283K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $442K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $371K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $401K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $478K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $459K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $494K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $423K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $317K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $437K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $373K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $452K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $479K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $584K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $599K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $581K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $479K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $470K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $595K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $559K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $531K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $423K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $389K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $364K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $392K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $399K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $410K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $410K | Sell | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $458K | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q3  | $454K | Buy | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $275K | Buy | 
         |