Wealth Dimensions 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 | $661K | Sell |
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|
2025
Q2 | $748K | Sell |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $484K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $370K | Buy |
|