Trek Financial’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 | $4.65M | Sell |
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|
2025
Q2 | $7.8M | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $788K | Sell |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $209K | Buy |
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