Summit Financial Wealth 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 | $635K | Sell |
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|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $3.51M | Buy |
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|
2018
Q4 | $2.37M | Sell |
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|
2018
Q3 | $4M | Buy |
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|
2018
Q2 | $4.12M | Sell |
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|
2018
Q1 | $4.16M | Buy |
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|
2017
Q4 | $4.15M | Buy |
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|
2017
Q3 | $4.09M | Sell |
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|
2017
Q2 | $4.34M | Buy |
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|
2017
Q1 | $3.92M | Buy |
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|
2016
Q4 | $2.55M | Sell |
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|
2016
Q3 | $3.01M | Buy |
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|
2016
Q2 | $2.94M | Sell |
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|
2016
Q1 | $2.88M | Buy |
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|
2015
Q4 | $2.58M | Buy |
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|
2015
Q3 | $2.07M | Buy |
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|
2015
Q2 | $1.44M | Hold |
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|
2015
Q1 | $1.52M | Buy |
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|
2014
Q4 | $1.16M | Buy |
|