Klingman & Associates’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 | $1.07M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $285K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $221K | Hold |
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|
2016
Q3 | $235K | Hold |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $212K | Hold |
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|
2015
Q3 | $191K | Sell |
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|
2015
Q2 | $214K | Hold |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $217K | Buy |
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