Beacon Pointe Advisors’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
Q2 | $21M | Sell |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $14.5M | Sell |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $13.7M | Sell |
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $8.53M | Sell |
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|
2023
Q1 | $9.48M | Buy |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $5.74M | Sell |
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|
2022
Q2 | $7.14M | Sell |
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|
2022
Q1 | $8.92M | Buy |
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|
2021
Q4 | $5.53M | Buy |
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|
2021
Q3 | $4.81M | Sell |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | $205K | Buy |
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