Elmwood Wealth Management’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 | $596K | Hold |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $167K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $183K | Hold |
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|
2019
Q1 | $206K | Hold |
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|
2018
Q4 | $156K | Hold |
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|
2018
Q3 | $190K | Hold |
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|
2018
Q2 | $189K | Hold |
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|
2018
Q1 | $232K | Buy |
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