Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $996K | Buy |
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|
2021
Q3 | $916K | Sell |
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|
2021
Q2 | $975K | Hold |
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|
2021
Q1 | $873K | Hold |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $933K | Sell |
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|
2020
Q2 | $886K | Buy |
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|
2020
Q1 | $917K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $979K | Sell |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $1.42M | Buy |
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|
2017
Q4 | $1.49M | Sell |
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|
2017
Q3 | $1.65M | Hold |
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|
2017
Q2 | $1.74M | Sell |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.45M | Buy |
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|
2016
Q3 | $1.51M | Hold |
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|
2016
Q2 | $1.58M | Sell |
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|
2016
Q1 | $1.59M | Sell |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $1.28M | Hold |
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|
2015
Q2 | $1.29M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.85M | Hold |
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|
2014
Q3 | $1.9M | Sell |
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|
2014
Q2 | $1.93M | Buy |
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|
2014
Q1 | $1.58M | Sell |
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|
2013
Q4 | $1.97M | Sell |
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|
2013
Q3 | $1.99M | Buy |
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|
2013
Q2 | $1.91M | Buy |
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