Bernardo Wealth Planning’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 | $583K | Buy |
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|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $343K | Buy |
|
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $297K | Buy |
|
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $591K | Buy |
|
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $551K | Sell |
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|
2019
Q1 | $630K | Sell |
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|
2018
Q4 | $500K | Buy |
|