Wolff Financial 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
Q3 | $734K | Hold |
|
|||||
|
2025
Q2 | $824K | Hold |
|
|||||
|
2025
Q1 | $718K | Hold |
|
|||||
|
2024
Q4 | $544K | Hold |
|
|||||
|
2024
Q3 | $549K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $414K | Hold |
|
|||||
|
2023
Q4 | $426K | Hold |
|
|||||
|
2023
Q3 | $419K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $440K | Hold |
|
|||||
|
2022
Q4 | $458K | Hold |
|
|||||
|
2022
Q3 | $375K | Hold |
|
|||||
|
2022
Q2 | $447K | Buy |
|
|||||
|
2022
Q1 | $408K | Sell |
|
|||||
|
2021
Q4 | $430K | Buy |
|
|||||
|
2021
Q1 | $401K | Hold |
|
|||||
|
2020
Q4 | $374K | Hold |
|
|||||
|
2020
Q3 | $339K | Hold |
|
|||||
|
2020
Q2 | $317K | Hold |
|
|||||
|
2020
Q1 | $330K | Hold |
|
|||||
|
2019
Q4 | $385K | Hold |
|
|||||
|
2019
Q3 | $343K | Sell |
|
|||||
|
2019
Q2 | $383K | Hold |
|
|||||
|
2019
Q1 | $431K | Hold |
|
|||||
|
2018
Q4 | $325K | Buy |
|