Wells Trecaso Financial Group’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
Q2 | $491K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $298K | Buy |
|
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $288K | Buy |
|
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $235K | Buy |
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|
2020
Q2 | $212K | Buy |
|
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $403K | Sell |
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|
2018
Q2 | $402K | Buy |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $453K | Buy |
|