Mattern 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
Q2 | $1.04M | Hold |
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|
2025
Q1 | $908K | Hold |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $557K | Hold |
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|
2023
Q1 | $555K | Hold |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $566K | Hold |
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|
2022
Q1 | $539K | Hold |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $541K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $473K | Hold |
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|
2020
Q3 | $428K | Hold |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $509K | Buy |
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