Optimum Investment 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 | – | Sell |
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|
2025
Q1 | $2.06K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $46.3K | Hold |
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|
2023
Q2 | $48.8K | Hold |
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|
2023
Q1 | $48.6K | Hold |
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|
2022
Q4 | $50.6K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $50K | Sell |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $72K | Sell |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $75K | Hold |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $78K | Hold |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $100K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2015
Q1 | $92K | Sell |
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|
2014
Q4 | $126K | Sell |
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|
2014
Q3 | $209K | Hold |
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|
2014
Q2 | $206K | Buy |
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|
2014
Q1 | $117K | Hold |
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|
2013
Q4 | $124K | Sell |
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|
2013
Q3 | $141K | Buy |
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