Partners in Financial Planning’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 | $458K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $305K | Hold |
|
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $286K | Buy |
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