Private 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
Q4 | $1.03M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $235K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $285K | Sell |
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|
2019
Q3 | $260K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $212K | Hold |
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|
2014
Q3 | $217K | Hold |
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|
2014
Q2 | $219K | Hold |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $243K | Buy |
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