Westbourne Investment Advisors’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 | $2.95M | Hold |
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|
2025
Q1 | $2.57M | Hold |
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|
2024
Q4 | $1.95M | Hold |
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|
2024
Q3 | $1.97M | Hold |
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|
2024
Q2 | $1.64M | Hold |
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|
2024
Q1 | $1.49M | Hold |
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|
2023
Q4 | $1.52M | Hold |
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|
2023
Q3 | $1.5M | Hold |
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|
2023
Q2 | $1.58M | Hold |
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|
2023
Q1 | $1.58M | Hold |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.35M | Hold |
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|
2022
Q2 | $1.61M | Hold |
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|
2022
Q1 | $1.53M | Hold |
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|
2021
Q4 | $1.55M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $148K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $201K | Hold |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $184K | Buy |
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