Exencial 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
Q3 | $2.28M | Buy |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $917K | Sell |
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|
2023
Q4 | $966K | Buy |
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|
2023
Q3 | $826K | Sell |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $879K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $773K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $579K | Sell |
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|
2020
Q3 | $874K | Buy |
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|
2020
Q2 | $494K | Buy |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $316K | Sell |
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|
2019
Q3 | $290K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $212K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $299K | Sell |
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|
2017
Q1 | $315K | Buy |
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