Van Hulzen Asset Management’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 | $691K | Buy |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7.37M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $210K | Buy |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | $188K | Sell |
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|
2016
Q2 | $199K | Sell |
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|
2016
Q1 | $323K | Sell |
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|
2015
Q4 | $2.57M | Sell |
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|
2015
Q3 | $2.36M | Sell |
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|
2015
Q2 | $2.9M | Buy |
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|
2015
Q1 | $2.58M | Buy |
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|
2014
Q4 | $1.65M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $485K | Hold |
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|
2013
Q4 | $516K | Buy |
|