Wealth Architects’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 | $1.39M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $741K | Hold |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $600K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $414K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $484K | Sell |
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|
2019
Q3 | $442K | Buy |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $379K | Buy |
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|
2018
Q3 | $463K | Sell |
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|
2018
Q2 | $481K | Hold |
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|
2018
Q1 | $592K | Hold |
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|
2017
Q4 | $629K | Hold |
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|
2017
Q3 | $661K | Buy |
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|
2017
Q2 | $662K | Sell |
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|
2017
Q1 | $637K | Hold |
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|
2016
Q4 | $516K | Hold |
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|
2016
Q3 | $548K | Hold |
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|
2016
Q2 | $674K | Hold |
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|
2016
Q1 | $554K | Buy |
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|
2015
Q4 | $496K | Hold |
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|
2015
Q3 | $447K | Hold |
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|
2015
Q2 | $452K | Hold |
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|
2015
Q1 | $425K | Sell |
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|
2014
Q4 | $479K | Buy |
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