Sargent Investment 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
Q2 | $688K | Buy |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $203K | Buy |
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