Icon Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $836K | Sell |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $848K | Buy |
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|
2019
Q4 | $986K | Sell |
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|
2019
Q3 | $890K | Buy |
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|
2019
Q2 | $873K | Sell |
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|
2019
Q1 | $988K | Buy |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $957K | Buy |
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|
2018
Q2 | $937K | Buy |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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