Legacy Private Trust’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 | $489K | Sell |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $750K | Sell |
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|
2018
Q4 | $575K | Hold |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $863K | Sell |
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|
2017
Q4 | $941K | Hold |
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|
2017
Q3 | $989K | Hold |
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|
2017
Q2 | $1.05M | Hold |
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|
2017
Q1 | $1M | Hold |
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|
2016
Q4 | $815K | Hold |
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|
2016
Q3 | $866K | Sell |
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|
2016
Q2 | $991K | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $906K | Hold |
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|
2015
Q3 | $818K | Hold |
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|
2015
Q2 | $826K | Sell |
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|
2015
Q1 | $1.33M | Sell |
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|
2014
Q4 | $1.92M | Sell |
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|
2014
Q3 | $2.9M | Sell |
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|
2014
Q2 | $3.86M | Sell |
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|
2014
Q1 | $4.32M | Sell |
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|
2013
Q4 | $5.46M | Buy |
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|
2013
Q3 | $4.98M | Sell |
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|
2013
Q2 | $5.21M | Buy |
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