Shepherd Financial Partners’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 | $369K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.69M | Hold |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.74M | Hold |
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|
2018
Q2 | $1.73M | Sell |
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|
2018
Q1 | $2.21M | Hold |
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|
2017
Q4 | $2.35M | Sell |
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|
2017
Q3 | $2.52M | Hold |
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|
2017
Q2 | $2.63M | Sell |
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|
2017
Q1 | $2.56M | Buy |
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|
2016
Q4 | $2.04M | Buy |
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