Obermeyer Wealth Partners’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
Q2 | $657K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $288K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $300K | Hold |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $320K | Sell |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | $272K | Hold |
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|
2016
Q2 | $285K | Buy |
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|
2016
Q1 | $255K | Hold |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $206K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $236K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $252K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $180K | Buy |
|