Wills Financial Group’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 | $667K | Hold |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $438K | Hold |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $326K | Sell |
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|
2018
Q1 | $429K | Sell |
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|
2017
Q4 | $486K | Sell |
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|
2017
Q3 | $532K | Sell |
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|
2017
Q2 | $843K | Buy |
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|
2017
Q1 | $810K | Sell |
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|
2016
Q4 | $673K | Sell |
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|
2016
Q3 | $724K | Buy |
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|
2016
Q2 | $693K | Buy |
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|
2016
Q1 | $667K | Sell |
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|
2015
Q4 | $614K | Sell |
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|
2015
Q3 | $559K | Buy |
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|
2015
Q2 | $564K | Buy |
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|
2015
Q1 | $482K | Hold |
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|
2014
Q4 | $521K | Hold |
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|
2014
Q3 | $534K | Sell |
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|
2014
Q2 | $553K | Buy |
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|
2014
Q1 | $499K | Hold |
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|
2013
Q4 | $531K | Buy |
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