Summit Asset 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
Q2 | $435K | Buy |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $343K | Buy |
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|
2016
Q3 | $363K | Sell |
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|
2016
Q2 | $393K | Sell |
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|
2016
Q1 | $389K | Buy |
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|
2015
Q4 | $348K | Sell |
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|
2015
Q3 | $377K | Buy |
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|
2015
Q2 | $379K | Buy |
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|
2015
Q1 | $333K | Buy |
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|
2014
Q4 | $349K | Sell |
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|
2014
Q3 | $366K | Buy |
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|
2014
Q2 | $370K | Sell |
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|
2014
Q1 | $391K | Buy |
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|
2013
Q4 | $416K | Buy |
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|
2013
Q3 | $413K | Sell |
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|
2013
Q2 | $423K | Buy |
|