Summit Financial Strategies’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $326K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $695K | Sell |
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|
2017
Q3 | $758K | Sell |
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|
2017
Q2 | $871K | Buy |
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|
2017
Q1 | $449K | Hold |
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|
2016
Q4 | $364K | Buy |
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $402K | Hold |
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|
2016
Q1 | $388K | Hold |
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|
2015
Q4 | $347K | Hold |
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|
2015
Q3 | $313K | Hold |
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|
2015
Q2 | $317K | Sell |
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|
2015
Q1 | $300K | Buy |
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|
2014
Q4 | $322K | Buy |
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