United Asset Strategies’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 | $11.1M | Sell |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $9.91M | Buy |
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|
2024
Q3 | $9.9M | Buy |
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|
2024
Q2 | $8.04M | Buy |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $6.35M | Buy |
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|
2023
Q2 | $6.43M | Buy |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $6.23M | Sell |
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|
2022
Q3 | $6.08M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $453K | Sell |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $555K | Buy |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $547K | Buy |
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|
2019
Q3 | $413K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $453K | Hold |
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|
2018
Q4 | $342K | Sell |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $718K | Sell |
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|
2017
Q4 | $868K | Buy |
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|
2017
Q3 | $398K | Buy |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $316K | Sell |
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|
2016
Q4 | $265K | Sell |
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|
2016
Q3 | $284K | Buy |
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|
2016
Q2 | $274K | Sell |
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|
2016
Q1 | $271K | Sell |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $257K | Buy |
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|
2015
Q2 | $238K | Hold |
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|
2015
Q1 | $248K | Buy |
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|
2014
Q4 | $223K | Sell |
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|
2014
Q3 | $245K | Buy |
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|
2014
Q2 | $236K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.6M | Buy |
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|
2013
Q3 | $1.47M | Buy |
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