Colonial Trust Advisors’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 | $301K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $474K | Hold |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $455K | Hold |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $511K | Buy |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $478K | Hold |
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|
2018
Q3 | $584K | Sell |
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|
2018
Q2 | $788K | Hold |
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|
2018
Q1 | $970K | Sell |
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|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $1.08M | Hold |
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|
2017
Q2 | $1.15M | Buy |
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