Pathstone Family Office’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.52M | Sell |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $5.53M | Buy |
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|
2022
Q2 | $986K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $65K | Buy |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $40K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $173K | Buy |
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