Clearstead 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 | $48.8K | Sell |
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|
2025
Q2 | $65.7K | Buy |
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|
2025
Q1 | $30.2K | Hold |
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|
2024
Q4 | $22.9K | Hold |
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|
2024
Q3 | $23.1K | Sell |
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|
2024
Q2 | $80.1K | Hold |
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|
2024
Q1 | $72.4K | Buy |
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|
2023
Q4 | $64.9K | Hold |
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|
2023
Q3 | $63.9K | Hold |
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|
2023
Q2 | $67.3K | Sell |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $404K | Hold |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $370K | Sell |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.54M | Sell |
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|
2017
Q2 | $973K | Buy |
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|
2017
Q1 | $1.58M | Buy |
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|
2016
Q4 | $1.26M | Buy |
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