Elevated Capital 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 | $1.8M | Hold |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $901K | Sell |
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|
2020
Q3 | $879K | Sell |
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|
2020
Q2 | $972K | Buy |
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|
2019
Q4 | $516K | Buy |
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|
2019
Q1 | $958K | Buy |
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