BNC 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 | $490K | Hold |
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|
2025
Q2 | $550K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $241K | Buy |
|