EverSource Wealth 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 | $2.13M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $68K | Buy |
|