TCI 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 | $844K | Buy |
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|
2025
Q2 | $943K | Sell |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $550K | Buy |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $625K | Sell |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $578K | Sell |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $832K | Sell |
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|
2017
Q4 | $908K | Sell |
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|
2017
Q3 | $980K | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $820K | Buy |
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|
2016
Q3 | $840K | Buy |
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|
2016
Q2 | $862K | Sell |
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|
2016
Q1 | $851K | Sell |
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|
2015
Q4 | $874K | Buy |
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|
2015
Q3 | $765K | Buy |
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|
2015
Q2 | $694K | Buy |
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|
2015
Q1 | $644K | Buy |
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|
2014
Q4 | $692K | Buy |
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|
2014
Q3 | $705K | Buy |
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|
2014
Q2 | $708K | Buy |
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|
2014
Q1 | $689K | Sell |
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|
2013
Q4 | $793K | Buy |
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|
2013
Q3 | $722K | Sell |
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|
2013
Q2 | $735K | Buy |
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