Edgemoor Investment 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 | $485K | Hold |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $346K | Sell |
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|
2017
Q1 | $398K | Buy |
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|
2016
Q4 | $269K | Buy |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $265K | Hold |
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|
2015
Q4 | $238K | Hold |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $217K | Hold |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $259K | Hold |
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|
2014
Q3 | $265K | Sell |
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|
2014
Q2 | $279K | Hold |
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|
2014
Q1 | $271K | Hold |
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|
2013
Q4 | $289K | Hold |
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|
2013
Q3 | $287K | Hold |
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|
2013
Q2 | $287K | Buy |
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