Robertson Stephens Wealth Management’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 | $675K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $966K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $250K | Buy |
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