Congress 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 | $11.4M | Buy |
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|
2025
Q1 | $9.12M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $340K | Buy |
|
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $521K | Buy |
|
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $570K | Buy |
|