Herold 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
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $944K | Hold |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $369K | Buy |
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