Edmonds Duncan Registered 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $417K | Hold |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $428K | Hold |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $451K | Hold |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $326K | Hold |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $257K | Buy |
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $366K | Hold |
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|
2018
Q4 | $276K | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $411K | Hold |
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|
2017
Q4 | $436K | Hold |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $460K | Sell |
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|
2016
Q4 | $397K | Hold |
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|
2016
Q3 | $415K | Hold |
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|
2016
Q2 | $435K | Hold |
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|
2016
Q1 | $426K | Hold |
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|
2015
Q4 | $382K | Buy |
|