Fiducient 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 | $234K | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $531K | Sell |
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|
2021
Q2 | $793K | Sell |
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|
2021
Q1 | $715K | Buy |
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|
2020
Q4 | $662K | Buy |
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