Traphagen Investment 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 | $913K | Sell |
|
|||||
|
2025
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $899K | Buy |
|
|||||
|
2024
Q4 | $667K | Hold |
|
|||||
|
2024
Q3 | $673K | Sell |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $513K | Buy |
|
|||||
|
2023
Q4 | $526K | Sell |
|
|||||
|
2023
Q3 | $534K | Buy |
|
|||||
|
2023
Q2 | $537K | Buy |
|
|||||
|
2023
Q1 | $459K | Buy |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $390K | Sell |
|
|||||
|
2022
Q2 | $467K | Buy |
|
|||||
|
2022
Q1 | $364K | Sell |
|
|||||
|
2021
Q4 | $439K | Buy |
|
|||||
|
2021
Q3 | $434K | Buy |
|
|||||
|
2021
Q2 | $446K | Buy |
|
|||||
|
2021
Q1 | $399K | Buy |
|
|||||
|
2020
Q4 | $372K | Buy |
|
|||||
|
2020
Q3 | $337K | Buy |
|
|||||
|
2020
Q2 | $315K | Sell |
|
|||||
|
2020
Q1 | $353K | Hold |
|
|||||
|
2019
Q4 | $412K | Buy |
|
|||||
|
2019
Q3 | $346K | Buy |
|
|||||
|
2019
Q2 | $357K | Hold |
|
|||||
|
2019
Q1 | $402K | Buy |
|