TruWealth 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 | $278K | Sell |
|
|||||
|
2025
Q2 | $385K | Buy |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $246K | Sell |
|
|||||
|
2024
Q3 | $262K | Sell |
|
|||||
|
2024
Q2 | $219K | Sell |
|
|||||
|
2024
Q1 | $224K | Hold |
|
|||||
|
2023
Q4 | $230K | Sell |
|
|||||
|
2023
Q3 | $245K | Sell |
|
|||||
|
2023
Q2 | $272K | Buy |
|
|||||
|
2023
Q1 | $270K | Buy |
|
|||||
|
2022
Q4 | $269K | Sell |
|
|||||
|
2022
Q3 | $222K | Buy |
|
|||||
|
2022
Q2 | $261K | Sell |
|
|||||
|
2022
Q1 | $249K | Buy |
|
|||||
|
2021
Q4 | $240K | Hold |
|
|||||
|
2021
Q3 | $240K | Sell |
|
|||||
|
2021
Q2 | $252K | Sell |
|
|||||
|
2021
Q1 | $244K | Buy |
|
|||||
|
2020
Q4 | $205K | Buy |
|