Summit Wealth Partners’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 | $928K | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $685K | Sell |
|
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|
2024
Q3 | $702K | Buy |
|
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|
2024
Q2 | $585K | Buy |
|
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|
2024
Q1 | $527K | Buy |
|
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|
2023
Q4 | $540K | Buy |
|
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|
2023
Q3 | $531K | Buy |
|
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|
2023
Q2 | $549K | Sell |
|
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|
2023
Q1 | $549K | Buy |
|
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|
2022
Q4 | $571K | Buy |
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|
2022
Q3 | $465K | Buy |
|
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|
2022
Q2 | $552K | Buy |
|
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|
2022
Q1 | $524K | Buy |
|
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $527K | Buy |
|
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|
2021
Q2 | $551K | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $437K | Buy |
|
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|
2020
Q3 | $380K | Buy |
|
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|
2020
Q2 | $354K | Buy |
|
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $481K | Buy |
|