WFA of San Diego’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 | $41K | Buy |
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|
2024
Q3 | $48K | Hold |
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|
2024
Q2 | $40K | Buy |
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|
2023
Q3 | $36.6K | Sell |
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|
2023
Q2 | $55.6K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $461K | Buy |
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