WealthPLAN Partners’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 | $250K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $212K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $521K | Buy |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $687K | Buy |
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|
2017
Q4 | $477K | Buy |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $11.9K | Buy |
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|
2016
Q3 | $415K | Sell |
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|
2016
Q2 | $357K | Buy |
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|
2015
Q4 | $183K | Buy |
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|
2015
Q2 | $265K | Sell |
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|
2015
Q1 | $250K | Buy |
|