Simon Quick 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
Q3 | $794K | Buy |
|
|||||
|
2025
Q2 | $847K | Sell |
|
|||||
|
2025
Q1 | $2.22M | Buy |
|
|||||
|
2024
Q4 | $1.39M | Buy |
|
|||||
|
2024
Q3 | $1.35M | Buy |
|
|||||
|
2024
Q2 | $984K | Buy |
|
|||||
|
2024
Q1 | $880K | Sell |
|
|||||
|
2023
Q4 | $960K | Buy |
|
|||||
|
2023
Q3 | $887K | Buy |
|
|||||
|
2023
Q2 | $585K | Sell |
|
|||||
|
2023
Q1 | $816K | Buy |
|
|||||
|
2022
Q4 | $468K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $16K | Buy |
|
|||||
|
2021
Q4 | $15K | Sell |
|
|||||
|
2021
Q3 | $64K | Buy |
|
|||||
|
2021
Q2 | $65K | Sell |
|
|||||
|
2021
Q1 | $78K | Buy |
|
|||||
|
2020
Q4 | $16K | Buy |
|
|||||
|
2020
Q3 | $9K | Hold |
|
|||||
|
2020
Q2 | $8K | Sell |
|
|||||
|
2020
Q1 | $14K | Sell |
|
|||||
|
2019
Q4 | $19K | Buy |
|
|||||
|
2019
Q3 | $6K | Sell |
|
|||||
|
2019
Q2 | $11.6K | Buy |
|
|||||
|
2019
Q1 | $7K | Sell |
|
|||||
|
2018
Q4 | $202K | Buy |
|
|||||
|
2018
Q3 | $18K | Buy |
|
|||||
|
2018
Q2 | $15K | Buy |
|
|||||
|
2018
Q1 | $14K | Sell |
|
|||||
|
2017
Q4 | $20K | Buy |
|
|||||
|
2017
Q3 | $8K | Hold |
|
|||||
|
2017
Q2 | $9K | Sell |
|
|||||
|
2017
Q1 | $18K | Buy |
|
|||||
|
2016
Q4 | $7K | Buy |
|