Williams Jones Wealth 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 | $7.21M | Sell |
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|
2025
Q1 | $6.34M | Sell |
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|
2024
Q4 | $4.84M | Sell |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $4.08M | Sell |
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|
2023
Q4 | $4.55M | Sell |
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|
2023
Q3 | $5.2M | Buy |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $5.6M | Sell |
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|
2022
Q4 | $5.85M | Sell |
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|
2022
Q3 | $5.08M | Buy |
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|
2022
Q2 | $5.05M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $770K | Buy |
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|
2019
Q4 | $869K | Sell |
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|
2019
Q3 | $821K | Buy |
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