Howard Financial Services’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 | $776K | Buy |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $725K | Buy |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $355K | Sell |
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|
2018
Q4 | $270K | Buy |
|