Ulland 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
Q2 | $258K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $144K | Hold |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $157K | Buy |
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|
2021
Q4 | $154K | Buy |
|