TFC Financial Management’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
Q2 | $619K | Buy |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $361K | Buy |
|
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $464K | Buy |
|