Fragasso Financial 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  | $585K | Sell | 
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| 
        
          
      
        2025
         Q2  | $727K | Buy | 
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| 
        
          
      
        2025
         Q1  | $588K | Buy | 
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| 
        
          
      
        2024
         Q4  | $430K | Buy | 
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| 
        
          
      
        2024
         Q3  | $406K | Buy | 
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| 
        
          
      
        2024
         Q2  | $280K | Sell | 
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| 
        
          
      
        2024
         Q1  | $320K | Sell | 
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| 
        
          
      
        2023
         Q4  | $329K | Buy | 
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| 
        
          
      
        2023
         Q3  | $247K | Buy | 
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| 
        
          
      
        2023
         Q2  | $249K | Buy | 
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| 
        
          
      
        2023
         Q1  | $236K | Buy | 
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| 
        
          
      
        2022
         Q4  | $244K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | – | Sell | 
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| 
        
          
      
        2022
         Q2  | $261K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $278K | Sell | 
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| 
        
          
      
        2021
         Q4  | $303K | Buy | 
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| 
        
          
      
        2021
         Q3  | $301K | Sell | 
         | 
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| 
        
          
      
        2021
         Q2  | $316K | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $280K | Sell | 
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| 
        
          
      
        2020
         Q4  | $264K | Buy | 
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| 
        
          
      
        2020
         Q3  | $238K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $250K | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $240K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $254K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $214K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $219K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $227K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $203K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $246K | Buy | 
         |