SkyOak Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.07M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.82M | Hold |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $2.97M | Hold |
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|
2022
Q4 | $3.09M | Hold |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.94M | Hold |
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|
2021
Q3 | $1.93M | Hold |
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|
2021
Q2 | $2.02M | Hold |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $862K | Hold |
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|
2020
Q3 | $780K | Hold |
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|
2020
Q2 | $729K | Sell |
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|
2020
Q1 | $761K | Sell |
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|
2019
Q4 | $887K | Buy |
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