Venturi Wealth 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
Q3 | $3.54M | Sell |
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|
2025
Q2 | $4.32M | Buy |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $869K | Buy |
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|
2021
Q1 | $764K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $465K | Sell |
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|
2018
Q4 | $387K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5.8M | Buy |
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|
2017
Q4 | $5.25M | Buy |
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|
2017
Q3 | $5.15M | Sell |
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|
2017
Q2 | $6.22M | Sell |
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|
2017
Q1 | $7.39M | Buy |
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|
2016
Q4 | $5.23M | Buy |
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|
2016
Q3 | $4.96M | Buy |
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|
2016
Q2 | $5.08M | Buy |
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|
2016
Q1 | $4.58M | Buy |
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|
2015
Q4 | $2.96M | Buy |
|