Waverly Advisors’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 | $5.95M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $391K | Buy |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $342K | Buy |
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|
2019
Q2 | $354K | Sell |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $727K | Buy |
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|
2018
Q2 | $644K | Sell |
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|
2018
Q1 | $849K | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.16M | Buy |
|
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $413K | Buy |
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|
2016
Q3 | $390K | Sell |
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|
2016
Q2 | $470K | Buy |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $464K | Buy |
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|
2015
Q3 | $171K | Buy |
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|
2015
Q2 | $145K | Buy |
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|
2015
Q1 | $123K | Hold |
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|
2014
Q4 | $133K | Sell |
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|
2014
Q3 | $391K | Sell |
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|
2014
Q2 | $404K | Buy |
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|
2014
Q1 | $392K | Sell |
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|
2013
Q4 | $498K | Buy |
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|
2013
Q3 | $191K | Buy |
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