Summit Financial’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 | $4.97M | Buy |
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|
2025
Q2 | $5.33M | Buy |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.32M | Buy |
|
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $566K | Buy |
|
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $626K | Sell |
|
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $362K | Buy |
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