Octavia Wealth Advisors’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 | $4.39M | Buy |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.19M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.34M | Sell |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $2.34M | Buy |
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|
2020
Q4 | $2.14M | Buy |
|