Barrett & Company’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
$55K Hold
2025
Q2
$61.8K Hold
2025
Q1
$53.8K Hold
2024
Q4
$40.8K Hold
2024
Q3
$41.2K Buy
2024
Q2
$33.9K Buy
2024
Q1
$30.2K Hold
2023
Q4
$31K Hold
2023
Q3
$30.6K Hold
2023
Q2
$32.2K Hold
2023
Q1
$32.1K Hold
2022
Q4
$33.4K Hold
2022
Q3
$33.4K Buy