PBMares Wealth Management’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 | $2.67M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $953K | Sell |
|
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|
2024
Q2 | $807K | Sell |
|
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|
2024
Q1 | $765K | Sell |
|
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|
2023
Q4 | $810K | Sell |
|
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|
2023
Q3 | $964K | Buy |
|
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $998K | Buy |
|
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|
2022
Q4 | $922K | Sell |
|
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|
2022
Q3 | $839K | Sell |
|
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|
2022
Q2 | $1.09M | Sell |
|
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|
2022
Q1 | $1.25M | Sell |
|
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $393K | Buy |
|
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $395K | Buy |
|