Montgomery Investment 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
$275K Buy
2025
Q2
$306K Hold
2025
Q1
$267K Hold
2024
Q4
$202K Buy
2017
Q2
Sell
2017
Q1
$424K Sell
2016
Q4
$362K Hold
2016
Q3
$385K Hold
2016
Q2
$402K Buy
2013
Q4
Sell
2013
Q3
$1.32M Sell
2013
Q2
$1.44M Buy