Wealthspire Advisors (Maryland)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $946K | Buy |
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|
2020
Q1 | $845K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $953K | Sell |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.85M | Sell |
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|
2017
Q4 | $2.01M | Buy |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $2.1M | Buy |
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|
2017
Q1 | $1.36M | Buy |
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|
2016
Q4 | $945K | Buy |
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|
2016
Q3 | $916K | Sell |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $951K | Buy |
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|
2015
Q4 | $733K | Buy |
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