Realta Investment 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
Q3 | $281K | Sell |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.74M | Hold |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $940K | Buy |
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|
2020
Q2 | $849K | Buy |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $878K | Buy |
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|
2019
Q3 | $782K | Buy |
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|
2019
Q2 | $804K | Buy |
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|
2019
Q1 | $725K | Buy |
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