BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $98.1K | Sell |
|
|||||
|
2023
Q1 | $108K | Buy |
|
|||||
|
2022
Q4 | $82.6K | Buy |
|
|||||
|
2022
Q3 | $65K | Sell |
|
|||||
|
2022
Q2 | $138K | Buy |
|
|||||
|
2022
Q1 | $131K | Sell |
|
|||||
|
2021
Q4 | $301K | Buy |
|
|||||
|
2021
Q3 | $107K | Hold |
|
|||||
|
2021
Q2 | $112K | Buy |
|
|||||
|
2021
Q1 | $91K | Sell |
|
|||||
|
2020
Q4 | $86K | Sell |
|
|||||
|
2020
Q3 | $78K | Sell |
|
|||||
|
2020
Q2 | $96K | Sell |
|
|||||
|
2020
Q1 | $103K | Buy |
|
|||||
|
2019
Q4 | $119K | Buy |
|
|||||
|
2019
Q3 | $88K | Sell |
|
|||||
|
2019
Q2 | $120K | Hold |
|
|||||
|
2019
Q1 | $135K | Hold |
|
|||||
|
2018
Q4 | $102K | Hold |
|
|||||
|
2018
Q3 | $124K | Hold |
|
|||||
|
2018
Q2 | $123K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $205K | Sell |
|
|||||
|
2017
Q3 | $238K | Buy |
|
|||||
|
2017
Q2 | $228K | Sell |
|
|||||
|
2017
Q1 | $234K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $225K | Buy |
|