Westside Investment 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
Q2 | $621K | Buy |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $339 | Hold |
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|
2022
Q3 | $278 | Hold |
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|
2022
Q2 | $330 | Hold |
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|
2022
Q1 | $314 | Hold |
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|
2021
Q4 | $318 | Hold |
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|
2021
Q3 | $317 | Hold |
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|
2021
Q2 | $332 | Hold |
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|
2021
Q1 | $297 | Hold |
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|
2020
Q4 | $277 | Hold |
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|
2020
Q3 | $251 | Sell |
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|
2020
Q2 | $243 | Hold |
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|
2020
Q1 | $253 | Buy |
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|
2019
Q2 | $312 | Buy |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $388K | Hold |
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|
2017
Q4 | $414K | Hold |
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|
2017
Q3 | $451K | Sell |
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|
2017
Q2 | $474K | Sell |
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|
2017
Q1 | $465K | Sell |
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|
2016
Q4 | $381K | Buy |
|