Beverly Hills Private Wealth’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
$11M Sell
2025
Q1
$10.8M Buy
2024
Q4
$8.03M Sell
2024
Q3
$8.12M Buy
2024
Q2
$6.76M Buy
2024
Q1
$5.01M Sell
2023
Q4
$5.43M Buy
2023
Q3
$4.38M Sell
2023
Q2
$8.93M Buy
2023
Q1
$4.22M Buy
2022
Q4
$3.49M Buy