Costello Asset 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 | $444K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $197K | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $291K | Buy |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $1.22M | Buy |
|