Burney Company’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 | $352K | Buy |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $385K | Buy |
|
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $501K | Buy |
|
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|
2019
Q3 | $398K | Sell |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $520K | Sell |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $519K | Buy |
|
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|
2017
Q2 | $536K | Hold |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $392K | Sell |
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|
2016
Q3 | $436K | Buy |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $461K | Buy |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $392K | Buy |
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $320K | Sell |
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|
2014
Q3 | $440K | Sell |
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|
2014
Q2 | $486K | Sell |
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|
2014
Q1 | $500K | Sell |
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|
2013
Q4 | $770K | Sell |
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|
2013
Q3 | $767K | Sell |
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|
2013
Q2 | $797K | Buy |
|