Valley National Advisers’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 | $3.69M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $787K | Sell |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $736K | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $545K | Buy |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $686K | Sell |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $661K | Buy |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $630K | Sell |
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|
2018
Q2 | $640K | Buy |
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|
2018
Q1 | $720K | Sell |
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|
2017
Q4 | $795K | Sell |
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|
2017
Q3 | $839K | Sell |
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|
2017
Q2 | $900K | Sell |
|
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $1.29M | Buy |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.44M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $978K | Sell |
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|
2015
Q2 | $993K | Sell |
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|
2015
Q1 | $956K | Buy |
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|
2014
Q4 | $784K | Buy |
|