Waldron Private Wealth’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 | $1.22M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.28M | Hold |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $984K | Sell |
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|
2020
Q3 | $926K | Buy |
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|
2020
Q2 | $833K | Sell |
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|
2020
Q1 | $928K | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.69M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.73M | Sell |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $2.67M | Sell |
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|
2017
Q3 | $2.83M | Buy |
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|
2017
Q2 | $2.99M | Sell |
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|
2017
Q1 | $3.29M | Buy |
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|
2016
Q4 | $2.53M | Sell |
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|
2016
Q3 | $2.71M | Sell |
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|
2016
Q2 | $2.85M | Sell |
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|
2016
Q1 | $2.77M | Sell |
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|
2015
Q4 | $2.5M | Buy |
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|
2015
Q3 | $1.88M | Buy |
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|
2015
Q2 | $626K | Buy |
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|
2015
Q1 | $498K | Sell |
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|
2014
Q4 | $548K | Hold |
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|
2014
Q3 | $561K | Sell |
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|
2014
Q2 | $585K | Buy |
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|
2014
Q1 | $535K | Buy |
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|
2013
Q4 | $568K | Buy |
|