Meristem Family 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
2019
Q3
Sell
2019
Q2
$638K Buy
2018
Q4
Sell
2018
Q3
$201K Sell
2018
Q2
$204K Buy
2018
Q1
$203K Buy
2017
Q4
$209K Hold
2017
Q3
$220K Hold
2017
Q2
$232K Hold
2017
Q1
$223K Buy
2016
Q4
Sell
2016
Q3
$260K Buy
2016
Q2
$208K Hold
2016
Q1
$201K Buy
2014
Q1
Sell
2013
Q4
$483K Sell
2013
Q3
$506K Buy
2013
Q2
$501K Buy