Phillips Wealth Planners’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 | $684K | Sell |
|
|||||
|
2025
Q1 | $741K | Hold |
|
|||||
|
2024
Q4 | $564K | Sell |
|
|||||
|
2024
Q3 | $639K | Sell |
|
|||||
|
2024
Q2 | $673K | Buy |
|
|||||
|
2024
Q1 | $478K | Sell |
|
|||||
|
2023
Q4 | $522K | Sell |
|
|||||
|
2023
Q3 | $519K | Sell |
|
|||||
|
2023
Q2 | $564K | Buy |
|
|||||
|
2023
Q1 | $573K | Sell |
|
|||||
|
2022
Q4 | $607K | Buy |
|