Waller Financial Planning Group’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 | $381K | Hold |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $283K | Hold |
|
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $283K | Sell |
|
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $312K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $247K | Buy |
|