Parcion Private Wealth’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
$747K Buy
2025
Q2
$781K Buy
2025
Q1
$633K Buy
2024
Q4
$341K Hold
2024
Q3
$344K Buy
2024
Q2
$257K Buy
2023
Q1
Sell
2022
Q4
$209K Buy
2022
Q1
Sell
2021
Q4
$212K Sell
2021
Q3
$213K Buy
2021
Q2
$203K Buy