Leonard Rickey Investment 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
Q3 | $815K | Buy |
|
|||||
|
2025
Q2 | $872K | Buy |
|
|||||
|
2025
Q1 | $736K | Sell |
|
|||||
|
2024
Q4 | $594K | Buy |
|
|||||
|
2024
Q3 | $587K | Buy |
|
|||||
|
2024
Q2 | $469K | Buy |
|
|||||
|
2024
Q1 | $344K | Buy |
|
|||||
|
2023
Q4 | $301K | Buy |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $298K | Buy |
|
|||||
|
2023
Q1 | $267K | Buy |
|
|||||
|
2022
Q4 | $261K | Buy |
|
|||||
|
2022
Q3 | $207K | Buy |
|
|||||
|
2022
Q2 | $240K | Buy |
|
|||||
|
2022
Q1 | $228K | Buy |
|