WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $657K | Sell |
|
|||||
|
2023
Q3 | $713K | Sell |
|
|||||
|
2023
Q2 | $759K | Sell |
|
|||||
|
2023
Q1 | $837K | Sell |
|
|||||
|
2022
Q4 | $876K | Buy |
|
|||||
|
2022
Q3 | $645K | Sell |
|
|||||
|
2022
Q2 | $1.03M | Sell |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $1.16M | Sell |
|
|||||
|
2021
Q2 | $1.21M | Buy |
|
|||||
|
2021
Q1 | $856K | Sell |
|
|||||
|
2020
Q4 | $874K | Buy |
|
|||||
|
2020
Q3 | $587K | Sell |
|
|||||
|
2020
Q2 | $756K | Buy |
|
|||||
|
2020
Q1 | $679K | Buy |
|
|||||
|
2019
Q4 | $761K | Buy |
|
|||||
|
2019
Q3 | $269K | Sell |
|
|||||
|
2019
Q2 | $333K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $256K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $213K | Sell |
|
|||||
|
2017
Q1 | $212K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $252K | Sell |
|
|||||
|
2016
Q1 | $258K | Buy |
|