ProVise Management Group’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 | $23.9M | Buy |
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|
2025
Q2 | $26.1M | Sell |
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|
2025
Q1 | $23.3M | Sell |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $16M | Buy |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $13.9M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $6.14M | Buy |
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|
2022
Q2 | $6.15M | Buy |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $3.72M | Buy |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $2.18M | Sell |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $2.22M | Sell |
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|
2019
Q4 | $2.64M | Buy |
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|
2019
Q3 | $2.22M | Buy |
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|
2019
Q2 | $2.06M | Buy |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $2.15M | Sell |
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|
2018
Q2 | $2.26K | Buy |
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|
2018
Q1 | $2.7M | Sell |
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|
2017
Q4 | $3.12M | Buy |
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|
2017
Q3 | $3.25M | Sell |
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|
2017
Q2 | $4.15M | Sell |
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|
2017
Q1 | $4.52M | Buy |
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|
2016
Q4 | $3.66M | Buy |
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|
2016
Q3 | $3.87M | Sell |
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|
2016
Q2 | $4.97M | Sell |
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|
2016
Q1 | $4.89M | Buy |
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|
2015
Q4 | $4.31M | Buy |
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|
2015
Q3 | $3.82M | Buy |
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|
2015
Q2 | $3.75M | Buy |
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|
2015
Q1 | $3.33M | Buy |
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|
2014
Q4 | $3.28M | Buy |
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|
2014
Q3 | $2.12M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $976K | Buy |
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|
2013
Q4 | $661K | Buy |
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|
2013
Q3 | $384K | Buy |
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|
2013
Q2 | $383K | Buy |
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