PDS 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
Q3 | $919K | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $791K | Buy |
|
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|
2024
Q4 | $477K | Sell |
|
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|
2024
Q3 | $498K | Buy |
|
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|
2024
Q2 | $363K | Sell |
|
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|
2024
Q1 | $388K | Buy |
|
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|
2023
Q4 | $384K | Buy |
|
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|
2023
Q3 | $336K | Buy |
|
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|
2023
Q2 | $329K | Sell |
|
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|
2023
Q1 | $386K | Buy |
|
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|
2022
Q4 | $259K | Sell |
|
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|
2022
Q3 | $222K | Buy |
|
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|
2022
Q2 | $254K | Buy |
|
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|
2022
Q1 | $165K | Buy |
|
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|
2021
Q4 | $167K | Sell |
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|
2021
Q3 | $193K | Buy |
|