Dynamic Advisor Solutions’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 | $3.78M | Buy |
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|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $3.37M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $771K | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $910K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $709K | Buy |
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|
2018
Q4 | $577K | Sell |
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|
2018
Q3 | $768K | Buy |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $975K | Buy |
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|
2016
Q3 | $983K | Buy |
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|
2016
Q2 | $547K | Buy |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $311K | Sell |
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|
2015
Q3 | $281K | Sell |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $268K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $891K | Sell |
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|
2014
Q1 | $965K | Sell |
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|
2013
Q4 | $1.13M | Buy |
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