Live Oak Private Wealth’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 | $4.58M | Buy |
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|
2025
Q2 | $5.13M | Sell |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $3.5M | Sell |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $932K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $481K | Buy |
|