Carson Advisory’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
$719K Buy
2025
Q1
$627K Buy
2024
Q4
$475K Buy
2024
Q3
$479K Buy
2024
Q2
$399K Sell
2024
Q1
$362K Buy
2023
Q4
$372K Buy
2023
Q3
$363K Buy
2023
Q2
$323K Sell
2023
Q1
$328K Sell
2022
Q4
$432K Buy
2022
Q3
$354K Buy
2022
Q2
$421K Buy
2022
Q1
$400K Buy
2021
Q4
$400K Buy