Bragg Financial Advisors’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 | $399K | Buy |
|
|||||
|
2025
Q1 | $334K | Sell |
|
|||||
|
2024
Q4 | $259K | Hold |
|
|||||
|
2024
Q3 | $261K | Sell |
|
|||||
|
2024
Q2 | $294K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $316K | Sell |
|
|||||
|
2023
Q3 | $357K | Sell |
|
|||||
|
2023
Q2 | $403K | Buy |
|
|||||
|
2023
Q1 | $304K | Hold |
|
|||||
|
2022
Q4 | $316K | Buy |
|
|||||
|
2022
Q3 | $237K | Sell |
|
|||||
|
2022
Q2 | $317K | Buy |
|
|||||
|
2022
Q1 | $268K | Sell |
|
|||||
|
2021
Q4 | $329K | Hold |
|
|||||
|
2021
Q3 | $329K | Hold |
|
|||||
|
2021
Q2 | $344K | Buy |
|
|||||
|
2021
Q1 | $284K | Buy |
|
|||||
|
2020
Q4 | $203K | Sell |
|
|||||
|
2020
Q3 | $226K | Sell |
|
|||||
|
2020
Q2 | $303K | Sell |
|
|||||
|
2020
Q1 | $499K | Buy |
|
|||||
|
2019
Q4 | $438K | Sell |
|
|||||
|
2019
Q3 | $401K | Buy |
|
|||||
|
2019
Q2 | $325K | Sell |
|
|||||
|
2019
Q1 | $393K | Sell |
|
|||||
|
2018
Q4 | $353K | Sell |
|
|||||
|
2018
Q3 | $453K | Sell |
|
|||||
|
2018
Q2 | $619K | Sell |
|
|||||
|
2018
Q1 | $765K | Sell |
|
|||||
|
2017
Q4 | $823K | Sell |
|
|||||
|
2017
Q3 | $951K | Sell |
|
|||||
|
2017
Q2 | $1.06M | Buy |
|
|||||
|
2017
Q1 | $972K | Buy |
|
|||||
|
2016
Q4 | $568K | Hold |
|
|||||
|
2016
Q3 | $604K | Hold |
|
|||||
|
2016
Q2 | $632K | Hold |
|
|||||
|
2016
Q1 | $609K | Sell |
|
|||||
|
2015
Q4 | $556K | Hold |
|
|||||
|
2015
Q3 | $502K | Sell |
|
|||||
|
2015
Q2 | $577K | Buy |
|
|||||
|
2015
Q1 | $477K | Hold |
|
|||||
|
2014
Q4 | $516K | Hold |
|
|||||
|
2014
Q3 | $528K | Hold |
|
|||||
|
2014
Q2 | $534K | Sell |
|
|||||
|
2014
Q1 | $533K | Sell |
|
|||||
|
2013
Q4 | $587K | Hold |
|
|||||
|
2013
Q3 | $584K | Hold |
|
|||||
|
2013
Q2 | $584K | Buy |
|