Segment Wealth Management’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 | $472K | Hold |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $710K | Buy |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $2.26M | Sell |
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|
2018
Q2 | $2.32M | Sell |
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|
2018
Q1 | $2.88M | Buy |
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|
2017
Q4 | $2.72M | Buy |
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|
2017
Q3 | $2.81M | Buy |
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|
2017
Q2 | $2.83M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $752K | Buy |
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|
2016
Q3 | $772K | Sell |
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|
2016
Q2 | $810K | Buy |
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|
2016
Q1 | $646K | Buy |
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|
2015
Q4 | $444K | Buy |
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|
2015
Q3 | $310K | Buy |
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|
2015
Q2 | $274K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Buy |
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|
2014
Q3 | $205K | Sell |
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|
2014
Q2 | $265K | Buy |
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|
2014
Q1 | $245K | Buy |
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|
2013
Q4 | $216K | Hold |
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|
2013
Q3 | $215K | Hold |
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|
2013
Q2 | $215K | Buy |
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