Golden State Wealth Management’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 | $439K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $188K | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | $199K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $194K | Sell |
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|
2019
Q1 | $223K | Buy |
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