Oxford Financial Group’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 | $619K | Buy |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $253K | Buy |
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