Sheets Smith 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 | $282K | Sell |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $605K | Sell |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $550K | Buy |
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|
2020
Q2 | $482K | Buy |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $413K | Sell |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $655K | Sell |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $635K | Buy |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $746K | Buy |
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|
2017
Q4 | $791K | Buy |
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|
2017
Q3 | $826K | Buy |
|
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|
2017
Q2 | $872K | Buy |
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|
2017
Q1 | $835K | Sell |
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|
2016
Q4 | $703K | Buy |
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|
2016
Q3 | $705K | Buy |
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|
2016
Q2 | $735K | Buy |
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|
2016
Q1 | $707K | Sell |
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|
2015
Q4 | $643K | Buy |
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|
2015
Q3 | $551K | Buy |
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|
2015
Q2 | $541K | Sell |
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|
2015
Q1 | $966K | Buy |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $1.01M | Sell |
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|
2013
Q4 | $1.35M | Buy |
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|
2013
Q3 | $1.33M | Buy |
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|
2013
Q2 | $1.33M | Buy |
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