Kestra Advisory Services’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 | $23.2M | Buy |
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|
2025
Q2 | $25.4M | Sell |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $17M | Sell |
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|
2024
Q3 | $35.8M | Sell |
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|
2024
Q2 | $30.7M | Buy |
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|
2024
Q1 | $10.8M | Buy |
|
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|
2023
Q4 | $9.65M | Buy |
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|
2023
Q3 | $9.26M | Buy |
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|
2023
Q2 | $8.95M | Buy |
|
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|
2023
Q1 | $8.61M | Sell |
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|
2022
Q4 | $14M | Buy |
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|
2022
Q3 | $10M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $7.78M | Sell |
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|
2021
Q4 | $9.02M | Sell |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $9.23M | Buy |
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|
2020
Q4 | $8.1M | Buy |
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|
2020
Q3 | $4.44M | Buy |
|