Circle Wealth Management’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 | $939K | Buy |
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|
2025
Q1 | $799K | Hold |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $590K | Hold |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $566K | Hold |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $592K | Hold |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $959K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $966K | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $932K | Sell |
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|
2020
Q2 | $876K | Buy |
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|
2020
Q1 | $837K | Buy |
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|
2019
Q4 | $311K | Buy |
|