JFS Wealth 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 | $875K | Buy |
|
|||||
|
2025
Q1 | $756K | Buy |
|
|||||
|
2024
Q4 | $546K | Sell |
|
|||||
|
2024
Q3 | $559K | Buy |
|
|||||
|
2024
Q2 | $326K | Sell |
|
|||||
|
2024
Q1 | $295K | Sell |
|
|||||
|
2023
Q4 | $311K | Sell |
|
|||||
|
2023
Q3 | $315K | Buy |
|
|||||
|
2023
Q2 | $327K | Sell |
|
|||||
|
2023
Q1 | $327K | Sell |
|
|||||
|
2022
Q4 | $347K | Sell |
|
|||||
|
2022
Q3 | $288K | Buy |
|
|||||
|
2022
Q2 | $334K | Sell |
|
|||||
|
2022
Q1 | $375K | Buy |
|
|||||
|
2021
Q4 | $336K | Sell |
|
|||||
|
2021
Q3 | $355K | Buy |
|
|||||
|
2021
Q2 | $260K | Buy |
|
|||||
|
2021
Q1 | $183K | Buy |
|
|||||
|
2020
Q4 | $168K | Hold |
|
|||||
|
2020
Q3 | $152K | Hold |
|
|||||
|
2020
Q2 | $142K | Sell |
|
|||||
|
2020
Q1 | $203K | Hold |
|
|||||
|
2019
Q4 | $236K | Hold |
|
|||||
|
2019
Q3 | $211K | Hold |
|
|||||
|
2019
Q2 | $218K | Hold |
|
|||||
|
2019
Q1 | $246K | Hold |
|
|||||
|
2018
Q4 | $185K | Sell |
|
|||||
|
2018
Q3 | $235K | Sell |
|
|||||
|
2018
Q2 | $246K | Sell |
|
|||||
|
2018
Q1 | $310K | Buy |
|
|||||
|
2017
Q4 | $330K | Buy |
|
|||||
|
2017
Q3 | $338K | Buy |
|
|||||
|
2017
Q2 | $271K | Sell |
|
|||||
|
2017
Q1 | $244K | Hold |
|
|||||
|
2016
Q4 | $244K | Buy |
|
|||||
|
2016
Q3 | $259K | Sell |
|
|||||
|
2016
Q2 | $487K | Buy |
|
|||||
|
2016
Q1 | $267K | Sell |
|
|||||
|
2015
Q4 | $243K | Buy |
|
|||||
|
2015
Q3 | $162K | Buy |
|