Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Buy |
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|
2025
Q2 | $191K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.29M | Buy |
|
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $37K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $0 | Sell |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $776K | Sell |
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|
2022
Q3 | $713K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $815K | Sell |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $852K | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.57M | Sell |
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|
2020
Q1 | $1.8M | Sell |
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|
2019
Q4 | $4.4M | Buy |
|
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|
2019
Q3 | $668K | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $269K | Buy |
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|
2017
Q4 | – | Hold |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $658K | Buy |
|
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|
2017
Q1 | $450K | Sell |
|
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|
2016
Q4 | $1.11M | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $598K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $32K | Sell |
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|
2015
Q1 | $130K | Sell |
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|
2014
Q4 | $342K | Sell |
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|
2014
Q3 | $584K | Sell |
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|
2014
Q2 | $818K | Buy |
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|
2014
Q1 | $82K | Sell |
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|
2013
Q4 | $1.33M | Buy |
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|
2013
Q3 | $823K | Sell |
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|
2013
Q2 | $1.39M | Buy |
|