Empirical 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 | $19.7M | Sell |
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|
2025
Q1 | $17.4M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $927K | Buy |
|
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $818K | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.93M | Buy |
|
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $927K | Sell |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $961K | Sell |
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|
2020
Q4 | $954K | Buy |
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|
2020
Q3 | $638K | Buy |
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|
2020
Q2 | $426K | Buy |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $453K | Buy |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $380K | Buy |
|
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|
2017
Q4 | $388K | Buy |
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|
2017
Q3 | $221K | Buy |
|
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|
2017
Q2 | $220K | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $428K | Buy |
|