Principle Wealth Partners’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 | $6.27M | Sell |
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|
2025
Q1 | $5.51M | Sell |
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|
2024
Q4 | $4.23M | Sell |
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|
2024
Q3 | $4.32M | Sell |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.73M | Sell |
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|
2022
Q3 | $3.06K | Buy |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.61M | Sell |
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|
2021
Q1 | $3.45M | Buy |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $540K | Sell |
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $583K | Sell |
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|
2019
Q4 | $759K | Buy |
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|
2019
Q3 | $637K | Buy |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $346K | Buy |
|