Independent Solutions Wealth Management’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 | $3.98M | Buy |
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|
2025
Q1 | $3.4M | Sell |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $698K | Sell |
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|
2020
Q3 | $654K | Buy |
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|
2020
Q2 | $590K | Sell |
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|
2020
Q1 | $658K | Sell |
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|
2019
Q4 | $775K | Buy |
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