West Oak Capital’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 | $3.9K | Sell |
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|
2025
Q2 | $4.67K | Buy |
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|
2025
Q1 | $4.07K | Hold |
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|
2024
Q4 | $3.09M | Sell |
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|
2024
Q3 | $3.14K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $455K | Buy |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $561K | Sell |
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|
2017
Q3 | $659K | Sell |
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|
2017
Q2 | $715K | Sell |
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|
2017
Q1 | $711K | Buy |
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|
2016
Q4 | $554K | Sell |
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|
2016
Q3 | $591K | Buy |
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|
2016
Q2 | $609K | Hold |
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|
2016
Q1 | $587K | Hold |
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|
2015
Q4 | $526K | Hold |
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|
2015
Q3 | $475K | Hold |
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|
2015
Q2 | $480K | Hold |
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|
2015
Q1 | $451K | Hold |
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|
2014
Q4 | $487K | Hold |
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|
2014
Q3 | $499K | Sell |
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|
2014
Q2 | $509K | Hold |
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|
2014
Q1 | $494K | Sell |
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|
2013
Q4 | $530K | Sell |
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|
2013
Q3 | $531K | Hold |
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|
2013
Q2 | $531K | Buy |
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