Cary Street Partners Investment 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 | $1.33M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $735K | Sell |
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|
2022
Q4 | $779K | Sell |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2018
Q4 | $212K | Buy |
|