Surevest’s Philip Morris PM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2022
         Q3  | $4.75M | Buy | 
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| 
        
          
      
        2022
         Q2  | $5.41M | Buy | 
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| 
        
          
      
        2022
         Q1  | $4.74M | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $4.58M | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $5.06M | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $4.82M | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $4.36M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $3.53M | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $2.81M | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $2.29M | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $2.24M | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $1.83M | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $1.35M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $1.14M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $769K | Buy | 
         | 
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| 
        
          
      
        2018
         Q4  | $237K | Buy | 
         |