Plante Moran Financial Advisors’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 | $700K | Sell |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $300K | Sell |
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|
2018
Q1 | $440K | Sell |
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|
2017
Q4 | $492K | Buy |
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|
2017
Q3 | $511K | Buy |
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|
2017
Q2 | $537K | Sell |
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|
2017
Q1 | $556K | Buy |
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|
2016
Q4 | $444K | Buy |
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|
2016
Q3 | $471K | Buy |
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|
2016
Q2 | $476K | Buy |
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|
2016
Q1 | $422K | Sell |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $329K | Buy |
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|
2015
Q1 | $308K | Sell |
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|
2014
Q4 | $392K | Buy |
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|
2014
Q3 | $350K | Buy |
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|
2014
Q2 | $352K | Buy |
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|
2014
Q1 | $260K | Sell |
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|
2013
Q4 | $412K | Buy |
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|
2013
Q3 | $351K | Buy |
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|
2013
Q2 | $297K | Buy |
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