Detalus 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
Q3 | $573K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $362K | Buy |
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