Caldwell Trust’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 | $4.16M | Buy |
|
|||||
|
2025
Q2 | $4.64M | Sell |
|
|||||
|
2025
Q1 | $4.3M | Sell |
|
|||||
|
2024
Q4 | $3.42M | Hold |
|
|||||
|
2024
Q3 | $3.45M | Sell |
|
|||||
|
2024
Q2 | $2.96M | Sell |
|
|||||
|
2024
Q1 | $2.8M | Sell |
|
|||||
|
2023
Q4 | $2.97M | Sell |
|
|||||
|
2023
Q3 | $3.01M | Sell |
|
|||||
|
2023
Q2 | $3.28M | Sell |
|
|||||
|
2023
Q1 | $3.27M | Sell |
|
|||||
|
2022
Q4 | $3.45M | Sell |
|
|||||
|
2022
Q3 | $2.83M | Sell |
|
|||||
|
2022
Q2 | $3.48M | Sell |
|
|||||
|
2022
Q1 | $3.36M | Sell |
|
|||||
|
2021
Q4 | $3.41M | Sell |
|
|||||
|
2021
Q3 | $3.43M | Sell |
|
|||||
|
2021
Q2 | $3.63M | Buy |
|
|||||
|
2021
Q1 | $3.25M | Sell |
|
|||||
|
2020
Q4 | $3.16M | Sell |
|
|||||
|
2020
Q3 | $2.94M | Sell |
|
|||||
|
2020
Q2 | $3.24M | Sell |
|
|||||
|
2020
Q1 | $3.6M | Sell |
|
|||||
|
2019
Q4 | $4.5M | Buy |
|