Sovereign Financial 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
Q3 | $500K | Sell |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $385K | Buy |
|
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|
2024
Q3 | $375K | Sell |
|
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|
2024
Q2 | $337K | Sell |
|
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|
2024
Q1 | $306K | Sell |
|
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|
2023
Q4 | $314K | Sell |
|
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $616K | Buy |
|
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|
2023
Q1 | $458K | Buy |
|
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $229K | Buy |
|