Lifeworks 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 | $1.21M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $296K | Buy |
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