Mount Vernon Associates’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 | $211K | Hold |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $206K | Hold |
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|
2017
Q3 | $216K | Sell |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $206K | Hold |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $221K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $213K | Hold |
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|
2014
Q2 | $215K | Hold |
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|
2014
Q1 | $209K | Hold |
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|
2013
Q4 | $222K | Hold |
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|
2013
Q3 | $221K | Hold |
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|
2013
Q2 | $221K | Buy |
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