McKinley Carter Wealth Services’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 | $371K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $263K | Buy |
|
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $624K | Sell |
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|
2019
Q3 | $667K | Buy |
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|
2019
Q2 | $667K | Sell |
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|
2019
Q1 | $794K | Sell |
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|
2018
Q4 | $652K | Sell |
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|
2018
Q3 | $968K | Buy |
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|
2018
Q2 | $951K | Sell |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.2M | Sell |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $1.35M | Sell |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $1.2M | Sell |
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|
2016
Q2 | $1.37M | Sell |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $1.07M | Buy |
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|
2014
Q3 | $524K | Sell |
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|
2014
Q2 | $573K | Sell |
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|
2014
Q1 | $604K | Sell |
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|
2013
Q4 | $1.42M | Sell |
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|
2013
Q3 | $2.12M | Buy |
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|
2013
Q2 | $2.08M | Buy |
|