SFMG 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
Q2 | $1M | Sell |
|
|||||
|
2025
Q1 | $910K | Buy |
|
|||||
|
2024
Q4 | $633K | Hold |
|
|||||
|
2024
Q3 | $639K | Sell |
|
|||||
|
2024
Q2 | $537K | Sell |
|
|||||
|
2024
Q1 | $520K | Buy |
|
|||||
|
2023
Q4 | $507K | Sell |
|
|||||
|
2023
Q3 | $506K | Buy |
|
|||||
|
2023
Q2 | $514K | Hold |
|
|||||
|
2023
Q1 | $512K | Hold |
|
|||||
|
2022
Q4 | $533K | Hold |
|
|||||
|
2022
Q3 | $451K | Hold |
|
|||||
|
2022
Q2 | $520K | Sell |
|
|||||
|
2022
Q1 | $511K | Sell |
|
|||||
|
2021
Q4 | $523K | Buy |
|
|||||
|
2021
Q3 | $268K | Sell |
|
|||||
|
2021
Q2 | $348K | Sell |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $306K | Sell |
|
|||||
|
2020
Q3 | $298K | Buy |
|
|||||
|
2020
Q2 | $263K | Sell |
|
|||||
|
2020
Q1 | $306K | Sell |
|
|||||
|
2019
Q4 | $436K | Buy |
|
|||||
|
2019
Q3 | $387K | Sell |
|
|||||
|
2019
Q2 | $531K | Buy |
|
|||||
|
2019
Q1 | $407K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $321K | Sell |
|
|||||
|
2017
Q4 | $418K | Sell |
|
|||||
|
2017
Q3 | $483K | Hold |
|
|||||
|
2017
Q2 | $511K | Buy |
|
|||||
|
2017
Q1 | $476K | Buy |
|
|||||
|
2016
Q4 | $369K | Buy |
|
|||||
|
2016
Q3 | $392K | Hold |
|
|||||
|
2016
Q2 | $410K | Hold |
|
|||||
|
2016
Q1 | $395K | Hold |
|
|||||
|
2015
Q4 | $354K | Sell |
|
|||||
|
2015
Q3 | $352K | Sell |
|
|||||
|
2015
Q2 | $365K | Sell |
|
|||||
|
2015
Q1 | $2.16M | Buy |
|
|||||
|
2014
Q4 | $1.08M | Buy |
|
|||||
|
2014
Q3 | $415K | Sell |
|
|||||
|
2014
Q2 | $422K | Sell |
|
|||||
|
2014
Q1 | $420K | Sell |
|
|||||
|
2013
Q4 | $488K | Buy |
|
|||||
|
2013
Q3 | $408K | Sell |
|
|||||
|
2013
Q2 | $414K | Buy |
|