Schaper Benz & Wise Investment Counsel’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 | $496K | Hold |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $377K | Hold |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $544K | Buy |
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|
2017
Q3 | $522K | Buy |
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|
2017
Q2 | $538K | Hold |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $426K | Hold |
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|
2016
Q2 | $445K | Sell |
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|
2016
Q1 | $488K | Hold |
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|
2015
Q4 | $438K | Hold |
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|
2015
Q3 | $395K | Sell |
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|
2015
Q2 | $412K | Sell |
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|
2015
Q1 | $398K | Buy |
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|
2014
Q4 | $418K | Buy |
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|
2014
Q3 | $402K | Buy |
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|
2014
Q2 | $373K | Sell |
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|
2014
Q1 | $401K | Hold |
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|
2013
Q4 | $427K | Hold |
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|
2013
Q3 | $424K | Hold |
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|
2013
Q2 | $424K | Buy |
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