Fee-Only Financial Planning’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 | $1.25M | Sell |
|
|||||
|
2025
Q2 | $1.43M | Hold |
|
|||||
|
2025
Q1 | $1.25M | Sell |
|
|||||
|
2024
Q4 | $1.07M | Hold |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $917K | Hold |
|
|||||
|
2024
Q1 | $829K | Sell |
|
|||||
|
2023
Q4 | $880K | Hold |
|
|||||
|
2023
Q3 | $866K | Hold |
|
|||||
|
2023
Q2 | $913K | Hold |
|
|||||
|
2023
Q1 | $909K | Hold |
|
|||||
|
2022
Q4 | $947K | Buy |
|