N.E.W. Advisory 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
Q3 | $429K | Buy |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $345K | Buy |
|
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $208K | Buy |
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|
2019
Q4 | $293K | Buy |
|