Smith Salley 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 | $715K | Sell |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $576K | Sell |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $634K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $629K | Sell |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.36M | Hold |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $601K | Sell |
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|
2018
Q2 | $603K | Sell |
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|
2018
Q1 | $764K | Sell |
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|
2017
Q4 | $838K | Sell |
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|
2017
Q3 | $945K | Sell |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $652K | Sell |
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|
2016
Q3 | $718K | Sell |
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|
2016
Q2 | $777K | Sell |
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|
2016
Q1 | $761K | Sell |
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|
2015
Q4 | $696K | Sell |
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|
2015
Q3 | $629K | Hold |
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|
2015
Q2 | $637K | Sell |
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|
2015
Q1 | $645K | Sell |
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|
2014
Q4 | $837K | Buy |
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|
2014
Q3 | $734K | Sell |
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|
2014
Q2 | $1.16M | Buy |
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