Liberty Wealth Management’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 | $361K | Sell |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $197K | Sell |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $174K | Buy |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $95K | Buy |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $73K | Sell |
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|
2018
Q4 | $72K | Buy |
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