Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $705K | Sell |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $662K | Hold |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $325K | Hold |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $265K | Buy |
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