J.W. Cole 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 | $17.8M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.29M | Buy |
|
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $7.05M | Buy |
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|
2020
Q2 | $956K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $1.85M | Buy |
|