Beaird Harris 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 | $100K | Buy |
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|
2025
Q2 | $112K | Buy |
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|
2025
Q1 | $94.6K | Hold |
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|
2024
Q4 | $71.7K | Sell |
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|
2024
Q3 | $81.5K | Buy |
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|
2024
Q2 | $60.4K | Hold |
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|
2024
Q1 | $54.6K | Buy |
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|
2023
Q4 | $13.3K | Hold |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $13.8K | Hold |
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|
2023
Q1 | $13.7K | Hold |
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|
2022
Q4 | $14.3K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $13K | Buy |
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