TRUE Private 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
Q2 | $1.11M | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.22M | Hold |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $744K | Sell |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $860K | Buy |
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|
2020
Q1 | $886K | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $916K | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $990K | Buy |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $943K | Sell |
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|
2016
Q4 | $851K | Buy |
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|
2016
Q3 | $661K | Buy |
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|
2016
Q2 | $549K | Sell |
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|
2016
Q1 | $570K | Buy |
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