Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $310K | Hold |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $330K | Sell |
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|
2019
Q2 | $670K | Sell |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.35M | Hold |
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|
2018
Q1 | $1.67M | Hold |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $1.6M | Hold |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $1.31M | Hold |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.47M | Buy |
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|
2016
Q1 | $493K | Buy |
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|
2015
Q4 | $442K | Buy |
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|
2015
Q3 | $397K | Sell |
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|
2015
Q2 | $473K | Buy |
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|
2015
Q1 | $377K | Buy |
|