Evercore 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 | $4.51M | Sell |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $3.12M | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $3.59M | Sell |
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|
2022
Q3 | $2.99M | Sell |
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|
2022
Q2 | $4.05M | Sell |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.43M | Sell |
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|
2021
Q2 | $3.59M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $2.73M | Sell |
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|
2020
Q2 | $2.74M | Sell |
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|
2020
Q1 | $2.94M | Sell |
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|
2019
Q4 | $3.75M | Sell |
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|
2019
Q3 | $3.69M | Sell |
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|
2019
Q2 | $4.18M | Buy |
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|
2019
Q1 | $4M | Buy |
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|
2018
Q4 | $2.89M | Sell |
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|
2018
Q3 | $3.63M | Sell |
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|
2018
Q2 | $3.79M | Buy |
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|
2018
Q1 | $4.65M | Sell |
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|
2017
Q4 | $5.09M | Hold |
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|
2017
Q3 | $5.34M | Buy |
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|
2017
Q2 | $5.65M | Sell |
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|
2017
Q1 | $6.24M | Sell |
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|
2016
Q4 | $5.13M | Buy |
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|
2016
Q3 | $5M | Buy |
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|
2016
Q2 | $5.15M | Buy |
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|
2016
Q1 | $4.94M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $3.41M | Sell |
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|
2015
Q2 | $3.64M | Sell |
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|
2015
Q1 | $3.49M | Buy |
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|
2014
Q4 | $3.75M | Sell |
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|
2014
Q3 | $4.03M | Buy |
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|
2014
Q2 | $4M | Buy |
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|
2014
Q1 | $3.61M | Sell |
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|
2013
Q4 | $7.88M | Buy |
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|
2013
Q3 | $4.39M | Sell |
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|
2013
Q2 | $4.73M | Buy |
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