McLean Asset 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
Q3 | $281K | Sell |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $376K | Buy |
|
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|
2024
Q3 | $354K | Sell |
|
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|
2024
Q2 | $312K | Buy |
|
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|
2024
Q1 | $270K | Sell |
|
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $299K | Sell |
|
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $293K | Buy |
|
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $248K | Buy |
|