ShoreHaven Wealth 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
Q3 | $389K | Hold |
|
|||||
|
2025
Q2 | $436K | Hold |
|
|||||
|
2025
Q1 | $380K | Hold |
|
|||||
|
2024
Q4 | $288K | Hold |
|
|||||
|
2024
Q3 | $291K | Hold |
|
|||||
|
2024
Q2 | $243K | Hold |
|
|||||
|
2024
Q1 | $220K | Hold |
|
|||||
|
2023
Q4 | $225K | Hold |
|
|||||
|
2023
Q3 | $222K | Hold |
|
|||||
|
2023
Q2 | $234K | Hold |
|
|||||
|
2023
Q1 | $233K | Sell |
|
|||||
|
2022
Q4 | $245K | Sell |
|
|||||
|
2022
Q3 | $211K | Buy |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $227K | Sell |
|
|||||
|
2021
Q4 | $232K | Hold |
|
|||||
|
2021
Q3 | $232K | Sell |
|
|||||
|
2021
Q2 | $250K | Hold |
|
|||||
|
2021
Q1 | $224K | Buy |
|
|||||
|
2020
Q4 | $206K | Buy |
|