Center for Financial Planning’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 | $1.08M | Buy |
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|
2025
Q1 | $907K | Buy |
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|
2024
Q4 | $665K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $560K | Hold |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $497K | Hold |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $523K | Hold |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $137K | Hold |
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|
2021
Q2 | $143K | Sell |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $120K | Sell |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $437K | Buy |
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