HCR Wealth 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 | $998K | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $395K | Sell |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | $451K | Sell |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $663K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $902K | Buy |
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|
2017
Q3 | $947K | Buy |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $965K | Sell |
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|
2016
Q4 | $788K | Buy |
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