YHB Investment Advisors’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 | $331K | Sell |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $313K | Sell |
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|
2018
Q1 | $391K | Sell |
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|
2017
Q4 | $437K | Hold |
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|
2017
Q3 | $459K | Hold |
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|
2017
Q2 | $486K | Sell |
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|
2017
Q1 | $467K | Sell |
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|
2016
Q4 | $390K | Buy |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $412K | Buy |
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|
2016
Q1 | $368K | Sell |
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|
2015
Q4 | $384K | Buy |
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|
2015
Q3 | $344K | Sell |
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|
2015
Q2 | $370K | Sell |
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|
2015
Q1 | $366K | Sell |
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|
2014
Q4 | $424K | Sell |
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|
2014
Q3 | $496K | Sell |
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|
2014
Q2 | $673K | Buy |
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|
2014
Q1 | $621K | Buy |
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|
2013
Q4 | $478K | Sell |
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|
2013
Q3 | $492K | Hold |
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|
2013
Q2 | $493K | Buy |
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