Okabena Investment 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
Q2
$539K Sell
2025
Q1
$2.2M Buy
2024
Q4
$1.1M Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.11M Buy
2024
Q1
$667K Buy
2023
Q4
$675K Buy
2022
Q4
Sell
2022
Q3
$111K Buy
2022
Q2
$39K Sell
2022
Q1
$2.06M Buy
2021
Q4
$2.03M Buy
2021
Q3
$2M Sell
2021
Q2
$2.18M Buy
2021
Q1
$1.92M Buy
2020
Q4
$1.31M Sell
2020
Q3
$1.32M Buy
2020
Q2
$1.21M Buy
2020
Q1
$1.24M Sell
2019
Q4
$1.62M Buy