Great Valley Advisor Group’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 | $3.29M | Sell |
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|
2025
Q1 | $3.16M | Sell |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $934K | Sell |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $708K | Sell |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $713K | Buy |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $531K | Sell |
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|
2020
Q2 | $597K | Sell |
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|
2020
Q1 | $645K | Sell |
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|
2019
Q4 | $752K | Sell |
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|
2019
Q3 | $751K | Buy |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $399K | Buy |
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