Beese Fulmer Investment 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
Q2 | $20.5M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $9.54M | Buy |
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|
2023
Q4 | $9.11M | Buy |
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|
2023
Q3 | $8.11M | Buy |
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|
2023
Q2 | $8.46M | Buy |
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|
2023
Q1 | $8.39M | Buy |
|
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|
2022
Q4 | $8.27M | Buy |
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|
2022
Q3 | $6.6M | Buy |
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|
2022
Q2 | $7.64M | Buy |
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|
2022
Q1 | $6.91M | Buy |
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|
2021
Q4 | $6.97M | Buy |
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|
2021
Q3 | $6.56M | Buy |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $5.54M | Sell |
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|
2020
Q4 | $5.19M | Sell |
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|
2020
Q3 | $4.85M | Buy |
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|
2020
Q2 | $4.51M | Sell |
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|
2020
Q1 | $4.96M | Sell |
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|
2019
Q4 | $6.12M | Sell |
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|
2019
Q3 | $5.53M | Sell |
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|
2019
Q2 | $5.8M | Sell |
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|
2019
Q1 | $6.58M | Sell |
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|
2018
Q4 | $5.09M | Sell |
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|
2018
Q3 | $6.28M | Sell |
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|
2018
Q2 | $6.51M | Sell |
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|
2018
Q1 | $8.06M | Buy |
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|
2017
Q4 | $8.47M | Sell |
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|
2017
Q3 | $8.91M | Sell |
|
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|
2017
Q2 | $9.48M | Buy |
|
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|
2017
Q1 | $9.07M | Buy |
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|
2016
Q4 | $7.31M | Buy |
|
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|
2016
Q3 | $7.54M | Buy |
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|
2016
Q2 | $7.79M | Sell |
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|
2016
Q1 | $7.82M | Buy |
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|
2015
Q4 | $6.68M | Buy |
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|
2015
Q3 | $5.95M | Buy |
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|
2015
Q2 | $5.89M | Buy |
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|
2015
Q1 | $5.51M | Buy |
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|
2014
Q4 | $5.95M | Buy |
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|
2014
Q3 | $6.02M | Buy |
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|
2014
Q2 | $6.02M | Buy |
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|
2014
Q1 | $5.69M | Buy |
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|
2013
Q4 | $5.94M | Buy |
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|
2013
Q3 | $5.87M | Buy |
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|
2013
Q2 | $5.61M | Buy |
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