BSW Wealth Partners’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 | $721K | Sell |
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|
2025
Q2 | $810K | Sell |
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|
2025
Q1 | $707K | Sell |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $356K | Hold |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $202K | Buy |
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