Rothschild Investment LLC’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  | $3.19M | Buy | 
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| 
        
          
      
        2025
         Q1  | $2.76M | Buy | 
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| 
        
          
      
        2024
         Q4  | $2.08M | Buy | 
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| 
        
          
      
        2024
         Q3  | $2.08M | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $1.76M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $1.55M | Sell | 
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| 
        
          
      
        2023
         Q4  | $1.63M | Buy | 
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| 
        
          
      
        2023
         Q3  | $1.43M | Buy | 
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| 
        
          
      
        2023
         Q2  | $1.45M | Sell | 
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| 
        
          
      
        2023
         Q1  | $1.71M | Sell | 
         | 
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| 
        
          
      
        2022
         Q4  | $1.79M | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | $1.35M | Buy | 
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| 
        
          
      
        2022
         Q2  | $1.52M | Sell | 
         | 
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| 
        
          
      
        2022
         Q1  | $1.51M | Sell | 
         | 
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| 
        
          
      
        2021
         Q4  | $1.53M | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $1.77M | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $1.64M | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $1.46M | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $1.37M | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $1.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $1.15M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $1.01M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $1.27M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $1.07M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $1.1M | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $1.23M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $475K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $623K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $666K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $878K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $1.1M | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $1.16M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $1.23M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $1.19M | Buy | 
         | 
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| 
        
          
      
        2016
         Q4  | $958K | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $1.07M | Sell | 
         | 
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| 
        
          
      
        2016
         Q2  | $1.28M | Sell | 
         | 
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| 
        
          
      
        2016
         Q1  | $1.27M | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $1.19M | Buy | 
         | 
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| 
        
          
      
        2015
         Q3  | $1.07M | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $1.08M | Sell | 
         | 
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| 
        
          
      
        2015
         Q1  | $1.05M | Sell | 
         | 
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| 
        
          
      
        2014
         Q4  | $1.47M | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $1.52M | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $1.57M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $1.75M | Buy | 
         | 
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| 
        
          
      
        2013
         Q4  | $1.51M | Buy | 
         | 
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| 
        
          
      
        2013
         Q3  | $1.47M | Sell | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $1.67M | Buy | 
         |