Marcum 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
Q1 | $2.48M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.68M | Buy |
|
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|
2024
Q1 | $1.51M | Sell |
|
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|
2023
Q4 | $1.64M | Sell |
|
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|
2023
Q3 | $1.65M | Buy |
|
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.7M | Buy |
|
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|
2022
Q4 | $1.68M | Sell |
|
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|
2022
Q3 | $1.49M | Buy |
|
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|
2022
Q2 | $1.17M | Buy |
|
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|
2022
Q1 | $1.09M | Buy |
|
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|
2021
Q4 | $1.07M | Buy |
|
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $613K | Buy |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | $589K | Buy |
|