Transform Wealth’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
Q1 | $400K | Hold |
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|
2024
Q4 | $304K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $502K | Buy |
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