Jackson Grant Investment Advisers’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 | $507K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $190K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $191K | Buy |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $173K | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $197K | Buy |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | $171K | Buy |
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|
2018
Q3 | $177K | Sell |
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|
2018
Q2 | $187K | Sell |
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|
2018
Q1 | $234K | Sell |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $376K | Buy |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $313K | Sell |
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|
2016
Q3 | $648K | Buy |
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|
2016
Q2 | $582K | Sell |
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|
2016
Q1 | $675K | Buy |
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|
2015
Q4 | $592K | Buy |
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