Strategic 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  | $506K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $623K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $522K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $517K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $497K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $415K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $375K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $418K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $393K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $312K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $309K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $252K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $206K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $216K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $226K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $202K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $223K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $244K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $298K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $286K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $363K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $322K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $334K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $412K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $385K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $527K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $552K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $740K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $892K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $972K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $1.02M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $1.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $990K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $1.06M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $1.11M | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $1.05M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $908K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $808K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $770K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $739K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $579K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $717K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $739K | Buy | 
         |