Perigon 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
Q3 | $2.65M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $234K | Sell |
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|
2020
Q1 | $303K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $837K | Buy |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $2.26M | Sell |
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|
2017
Q3 | $2.39M | Buy |
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|
2017
Q2 | $2.52M | Sell |
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|
2017
Q1 | $2.44M | Sell |
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|
2016
Q4 | $2.37M | Sell |
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|
2016
Q3 | $2.18M | Buy |
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|
2016
Q2 | $2.19M | Sell |
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|
2016
Q1 | $2.23M | Hold |
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|
2015
Q4 | $2M | Sell |
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|
2015
Q3 | $1.81M | Sell |
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|
2015
Q2 | $2.32M | Sell |
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|
2015
Q1 | $2.29M | Sell |
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|
2014
Q4 | $2.51M | Buy |
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|
2014
Q3 | $2.46M | Sell |
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|
2014
Q2 | $2.66M | Buy |
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|
2014
Q1 | $2.38M | Hold |
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|
2013
Q4 | $2.53M | Buy |
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