Xcel 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 | $627K | Buy |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $368K | Hold |
|
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $335K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $256K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $310K | Buy |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $200K | Buy |
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