Institute for 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
Q3 | $346K | Buy |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $250K | Sell |
|
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $429K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $757K | Buy |
|