Occidental Asset 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 | $982K | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $473K | Sell |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $400K | Buy |
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|
2020
Q1 | $415K | Hold |
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|
2019
Q4 | $484K | Buy |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $271K | Sell |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $259K | Hold |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $367K | Hold |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $455K | Hold |
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|
2017
Q1 | $437K | Hold |
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|
2016
Q4 | $354K | Sell |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $429K | Buy |
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|
2016
Q1 | $402K | Hold |
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|
2015
Q4 | $360K | Hold |
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|
2015
Q3 | $325K | Hold |
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|
2015
Q2 | $329K | Hold |
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|
2015
Q1 | $309K | Hold |
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|
2014
Q4 | $334K | Sell |
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|
2014
Q3 | $410K | Sell |
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|
2014
Q2 | $507K | Sell |
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|
2014
Q1 | $557K | Buy |
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