White Lighthouse 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 | $1.91M | Hold |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.44M | Hold |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $788K | Hold |
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|
2023
Q4 | $809K | Hold |
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|
2023
Q3 | $796K | Hold |
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|
2023
Q2 | $840K | Hold |
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|
2023
Q1 | $836K | Hold |
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|
2022
Q4 | $870K | Hold |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $849K | Sell |
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|
2022
Q1 | $808K | Hold |
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|
2021
Q4 | $817K | Buy |
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|
2021
Q3 | $815K | Hold |
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|
2021
Q2 | $852K | Hold |
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|
2021
Q1 | $763K | Sell |
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|
2020
Q4 | $774K | Hold |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $678K | Buy |
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|
2020
Q1 | $682K | Hold |
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|
2019
Q4 | $796K | Hold |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $691K | Sell |
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|
2019
Q1 | $880K | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $757K | Buy |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $560K | Buy |
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|
2017
Q4 | $579K | Buy |
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