Global Financial Private Client’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 | $921K | Buy |
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|
2025
Q2 | $720K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $150K | Buy |
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|
2024
Q3 | $150K | Buy |
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|
2024
Q2 | $87K | Sell |
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|
2024
Q1 | $84.9K | Hold |
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|
2023
Q4 | $87.4K | Hold |
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|
2023
Q3 | $84.9K | Hold |
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|
2023
Q2 | $91.5K | Sell |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $94K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $92.6K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.08K | Hold |
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|
2020
Q3 | $964 | Sell |
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|
2020
Q2 | $44.4K | Sell |
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|
2020
Q1 | $54.5K | Buy |
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|
2019
Q4 | $60.2K | Buy |
|