Legacy Financial 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 | $1.8M | Buy |
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2025
Q1 | $1.48M | Buy |
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2024
Q4 | $1.06M | Buy |
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2024
Q3 | $905K | Buy |
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2024
Q2 | $719K | Buy |
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2024
Q1 | $619K | Sell |
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2023
Q4 | $645K | Buy |
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2023
Q3 | $573K | Buy |
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2023
Q2 | $554K | Buy |
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2023
Q1 | $521K | Sell |
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2022
Q4 | $558K | Buy |
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2022
Q3 | $348K | Sell |
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2022
Q2 | $447K | Buy |
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2022
Q1 | $355K | Buy |
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2021
Q4 | $356K | Buy |
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2021
Q3 | $339K | Buy |
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2021
Q2 | $340K | Buy |
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2021
Q1 | $289K | Buy |
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2020
Q4 | $237K | Buy |
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2020
Q3 | $203K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $225K | Sell |
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2019
Q3 | $237K | Sell |
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2019
Q2 | $256K | Buy |
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2019
Q1 | $239K | Sell |
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2018
Q4 | $200K | Buy |
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2018
Q3 | $233K | Buy |
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2018
Q2 | $235K | Sell |
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2018
Q1 | $294K | Buy |
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2017
Q4 | $285K | Buy |
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