Keystone Financial Planning’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 | $4.13M | Sell |
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|
2025
Q2 | $4.65M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $9.94M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $8.46M | Sell |
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|
2024
Q1 | $7.66M | Sell |
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|
2023
Q4 | $8.18M | Hold |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $8.49M | Buy |
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|
2023
Q1 | $8.34M | Sell |
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|
2022
Q4 | $8.78M | Sell |
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|
2022
Q3 | $7.25M | Hold |
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|
2022
Q2 | $8.62M | Sell |
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|
2022
Q1 | $8.26M | Sell |
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|
2021
Q4 | $8.44M | Sell |
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|
2021
Q3 | $8.53M | Buy |
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|
2021
Q2 | $8.81M | Sell |
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|
2021
Q1 | $8.09M | Hold |
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|
2020
Q4 | $7.54M | Sell |
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|
2020
Q3 | $6.84M | Sell |
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|
2020
Q2 | $6.4M | Buy |
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|
2020
Q1 | $6.65M | Buy |
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|
2019
Q4 | $6.84M | Buy |
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|
2019
Q3 | $5.99M | Buy |
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|
2019
Q2 | $5.92M | Buy |
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|
2019
Q1 | $6.36M | Buy |
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|
2018
Q4 | $4.75M | Buy |
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|
2018
Q3 | $5.68M | Buy |
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|
2018
Q2 | $5.31M | Buy |
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|
2018
Q1 | $6.22M | Buy |
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|
2017
Q4 | $6.44M | Buy |
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|
2017
Q3 | $3.35M | Buy |
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|
2017
Q2 | $3.46M | Sell |
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|
2017
Q1 | $5.36M | Sell |
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|
2016
Q4 | $5.05M | Buy |
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|
2016
Q3 | $5.34M | Buy |
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|
2016
Q2 | $5.53M | Buy |
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|
2016
Q1 | $5.25M | Buy |
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|
2015
Q4 | $4.7M | Buy |
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|
2015
Q3 | $4.09M | Buy |
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|
2015
Q2 | $4.13M | Buy |
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|
2015
Q1 | $3.22M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $39K | Buy |
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