Sound View Wealth Advisors Group’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 | $7.58M | Buy |
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|
2025
Q1 | $6.54M | Sell |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $5.44M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $4.21M | Buy |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.88M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $1.91M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.83M | Sell |
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|
2019
Q4 | $2.22M | Sell |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $3.33M | Buy |
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