Schechter Investment 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
Q1
$4.31M Sell
2024
Q4
$3.47M Sell
2024
Q3
$3.5M Sell
2024
Q2
$3.09M Buy
2024
Q1
$2.76M Buy
2023
Q4
$2.7M Buy
2023
Q3
$2.43M Buy
2023
Q2
$2.12M Buy
2023
Q1
$1.87M Sell
2022
Q4
$2.26M Buy
2022
Q3
$1.69M Sell
2022
Q2
$2.27M Sell
2022
Q1
$2.19M Sell
2021
Q4
$2.33M Buy