Wellington Shields Capital Management’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 | $1.54M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.78M | Hold |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.58M | Hold |
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|
2019
Q2 | $1.64M | Hold |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $688K | Sell |
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|
2018
Q1 | $862K | Hold |
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|
2017
Q4 | $917K | Hold |
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|
2017
Q3 | $963K | Sell |
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|
2017
Q2 | $1.15M | Hold |
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|
2017
Q1 | $1.1M | Hold |
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|
2016
Q4 | $895K | Sell |
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|
2016
Q3 | $960K | Hold |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $972K | Sell |
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|
2015
Q4 | $958K | Hold |
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|
2015
Q3 | $865K | Hold |
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|
2015
Q2 | $874K | Hold |
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|
2015
Q1 | $821K | Buy |
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|
2014
Q4 | $884K | Hold |
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|
2014
Q3 | $905K | Sell |
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|
2014
Q2 | $944K | Buy |
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|
2014
Q1 | $916K | Sell |
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|
2013
Q4 | $984K | Buy |
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|
2013
Q3 | $977K | Buy |
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|
2013
Q2 | $972K | Buy |
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