WealthShield 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 | $477K | Sell |
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|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $957K | Sell |
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|
2021
Q1 | $871K | Sell |
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|
2020
Q4 | $896K | Buy |
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|
2020
Q3 | $723K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $256K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q4 | $274K | Buy |
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