WBH Advisory’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 | $751K | Sell |
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|
2025
Q2 | $995K | Sell |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $467K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $458K | Hold |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $446 | Sell |
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|
2019
Q4 | $525K | Sell |
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|
2019
Q3 | $478K | Sell |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $718K | Sell |
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|
2018
Q4 | $545 | Buy |
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|
2018
Q3 | $666K | Sell |
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|
2018
Q2 | $705K | Sell |
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|
2018
Q1 | $882K | Sell |
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|
2017
Q4 | $973K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.12M | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $880K | Hold |
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|
2016
Q3 | $935K | Buy |
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|
2016
Q2 | $794K | Sell |
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|
2016
Q1 | $771K | Sell |
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|
2015
Q4 | $713 | Sell |
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|
2015
Q3 | $669K | Sell |
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|
2015
Q2 | $682K | Sell |
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|
2015
Q1 | $663 | Sell |
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|
2014
Q4 | $719K | Sell |
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|
2014
Q3 | $753K | Sell |
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|
2014
Q2 | $779K | Sell |
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|
2014
Q1 | $759K | Sell |
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|
2013
Q4 | $1.75M | Buy |
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|
2013
Q3 | $1.71M | Sell |
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|
2013
Q2 | $1.72M | Buy |
|