Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $777K | Hold |
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|
2023
Q4 | $798K | Hold |
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|
2023
Q3 | $786K | Hold |
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|
2023
Q2 | $828K | Sell |
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|
2023
Q1 | $828K | Hold |
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|
2022
Q4 | $862K | Hold |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $802K | Hold |
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|
2021
Q4 | $811K | Sell |
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|
2021
Q3 | $828K | Hold |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $339K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $536K | Buy |
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|
2017
Q4 | $444K | Sell |
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|
2017
Q3 | $509K | Hold |
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|
2017
Q2 | $538K | Buy |
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